Merchant options and invoices
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!
Comments
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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:
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:
If you have any other ideas that you don't see have already been created, feel free to create your own idea post!
I hope this information helps!
-Coach Jon
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