Invoice Customizing Quicken Simplifi
Hey there,
It would be great if, related to the Invoices on the Quicken Simplifi BP we could have some degree of customizing.
For example, putting our logo or brand within it.
Another would be the ability to, say, add a check box. If we were able to add one with an option to make it mandatory or voluntary, I could get a client to click to agree to that they have read and understand our "terms".
In my years of retail, doing this kind of thing radically reduces chargebacks at the CC level. If a client acknowledges they have read our terms in almost all cases, the chargeback goes the direction of the provider, not the consumer.
I was told by Global Merchant Processing that as long as we a page on our site which outlines our "terms" and a client tries to "dispute" a charge for most reasons, the company will side with the retailer because the terms are available in a public forum such as a website.
Comments
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Thanks for reaching out! I went ahead and converted your idea post into a discussion as we do have an idea post you may be interested in regarding logos in Invoices. You can vote for it and follow it for updates!
As for your idea of adding a check box for terms, or terms in general, you could create an idea post for that idea solely that other users could vote on.
I hope this helps!
-Coach Jon
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