Feature Request

Allow Level Billing contracts to be set as indefinite or auto-renewing, instead of being limited to a specific time period.

Add a “Multi-Apply Payment” modal within the Receive Payment workflow that allows users to apply a single payment across multiple invoices for a selected customer

Adding Apple Pay as a payment option would provide a faster and more convenient checkout experience for users who prefer this method

Allow users to add a company credit card to their profile. Once added, any expenses charged on the card would be automatically recorded in the system, streamlining expense tracking and reducing manual entry.

Add visibility into which specific card was used for a transaction when multiple cards are on file for a customer.

Description: Enable the ability to turn off auto-pay for a specific customer while keeping their payment method on file.

Allow users to import customer payment cards directly from a different into CopilotCRM.

Allow multiple payment terms and service-based deposit options so that recurring customers and project-based jobs can have different billing terms and deposit requirements, with the ability to set deposit thresholds or link deposits to specific services.

Xero is big in Australia, and would be a beneficial integration like QuickBooks

I’d like the ability for pending invoices that are partially paid to also be automatically sent.