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Ideas

Mailchimp integration

Mailchimp integration - Specifically when a new trade account is set up, their email address is added to a mailing list.
Abbey Horton over 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 2

Surcharge Commercial Credit Cards

The surcharging of Credit Cards in general was outlawed in 2018 but the regulations contain an exemption for commercial cards. As you are no doubt aware commercial cards also attract higher fees because the recovery risk is higher with limited com...
Emma Chubb over 1 year ago in GOb2b Pay 0

Credit Control - Show GOb2b Pay Button

When a customer's is over Credit Limit or On Hold/Stop show the GOb2b pay button rather than 'Pay On Account' ClearAccept Ltd t/a Gob2bPay is authorised and regulated by the Financial Conduct Authority under the Payment Service Regulations 2017 (F...
Paul Dorey over 1 year ago in GOb2b Pay 1 Planned

Created a connection to Xero

Xero is very popular and we are considering moving over leaving Sage 50 that crashes on us Multiple times a day! PLEASE PLEASE can you write a new code to support this
Guest over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 1

Direct Debit

Provide DD and Sign Up in GOb2b ClearAccept Ltd t/a Gob2bPay is authorised and regulated by the Financial Conduct Authority under the Payment Service Regulations 2017 (FRN 926372) for the provision of payment services.
Paul Dorey over 1 year ago in GOb2b Pay 0

Add Daily Sales widget to dashboard

See at a glance your total sales by day
Guest over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 0

Display the 'card issue' country

Collect and display the name of the country where the payment card is issued. This is for fraud prevention purposes.
Emily Brooks 10 months ago in GOb2b Pay 0

Click and Collect

Allow certain users access to stock at other warehouses if they are a collection customer. Sale to be made against that warehouse.
Chris Jones about 2 years ago in GOb2b General (If you are not sure!) / Customer Sales 0

Order Approval Process

Provide a standard Order Approval Process. This will require the new Security Model to be implemented first. This should also work across groups of accounts - see https://gob2b.ideas.aha.io/ideas/ENG-I-27
Paul Dorey about 2 years ago in GOb2b General (If you are not sure!) / Customer Sales / Security 1

Email order confirmation to an account depending on payment method

Functionality so that an additional email address is emailed depending on what payment method their customer uses. They would like it so that accounts@ is emailed when the customer uses Bank Transfer so that it prompts them to check the bank account.
Guest over 1 year ago in GOb2b General (If you are not sure!) / Customer Sales 0