Merchant options and invoices

PGLConsultant

Good morning:

Does Simplifi allow other merchant processors (i.e., PayPal, Square, etc.) to integrate with this program? I am currently an extremely disrgruntled Stripe user who will discontinue services. However, I do not see any option for another merchant integration.

On a side note, is there any chance that we will get more flexibility in how our invoices are processed? In other words, I'd like to: (1) change the terms from 30 to 15 as a default; (2) enable reminders to customers that their due date is approaching (e.g., 3, 5, 7 days); (3) customize my invoice message so I don't have to cut/paste my own into the block each time.

Thanks!

Coach Jon

Hello @PGLConsultant,

Thanks for reaching out! Currently, we are partnered only with Stripe for merchant processing in Quicken Simplifi, and I myself am not aware of adding any others at this time. We do have an idea post regarding adding Square, however, that you may be interested in voting for:

https://community.simplifimoney.com/discussion/11069/qbp-allow-square-for-invoice-payments

As for your note about features you would like to see in Quicken Business & Personal, we do have a couple of idea posts you may be interested in voting for here:

https://community.simplifimoney.com/discussion/11020/qbp-recurring-invoices

https://community.simplifimoney.com/discussion/11271/qbp-ability-to-create-a-default-invoice-039-message-039-for-each-client-edited

https://community.simplifimoney.com/discussion/11272/qbp-ability-to-set-a-default-invoice-039-due-date-039-for-each-client-edited

If you have any other ideas that you don't see have already been created, feel free to create your own idea post!

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

I hope this information helps!