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Client login and payment facility
It would be cool if clients could login to FreeAgent with a specific, locked down view so they could see their full account history and potentially pay outstanding invoices too, via PayPal or other similar payment service? :-)
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The company has this under consideration.
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Inappropriate?Hi Sid,
Yes, we'd definitely like to do this, but we're a little way off yet.
The first thing we are going to do is improve user access in general, and you'll see this in the release after next.
That will pave the way for creating new roles, of which a client could be one.
We'll get there!
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Inappropriate?I agree it is a good idea. Even if it were to allow a client to login and generate their own report of time spent on a project - would save them being on my back about forwared them info every 5 mins.
Ben -
Inappropriate?Hi Ben,
We've now laid the foundations for this, but we're still a while away from an implementation.
You do know that you can generate pdf reports of timesheets in the meantime? -
Inappropriate?Thanks
Yes I look forward to using them - it is going to save me a ton of time over my current Excel nightmare solution I have used for lat 9 years. Change is good :)
Ben -
Inappropriate?Fantastic idea this. Would be great if there was something you could do with domain name records so that logins could be on https://whatever.mycompany.com - but I suspect that might be a whole other kettle of fish :)
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this is one of the best points
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Inappropriate?This is a great idea, it proved invaluable when I used to use Blinksale to invoice clients - they could login and reprint lost invoices whenever they wanted. Saved me loads of time!
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1 person thinks
this is one of the best points
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Inappropriate?This would be a great feature, even if they could just see account history online to begin with.
Payment online would be nice, but I don't accept credit cards (or PayPal for that matter) because of the ridiculous percentage based pricing they have. Debit cards are fine (not through PayPal) as they are a flat rate of like 50p, but a 4% charge with a credit card on a £2000 bill isn't worth it!
Dunno if you'd be able to filter to debit cards only (I suspect that would be down to the payment processing company though). -
Inappropriate?This would be a great feature as my design projects involve multiple elements which will include time sheets, estimates on multiple projects and this would help clients understand the amount of hours that go into a project they are not billed for. One of my biggest frustrations has been a good way to manage large projects with out the endless extra hours of administration and communicating with clients in an effective way. Client access to their account would be ideal.
I have only started using FA and love it . It is easy to use and gets rid of having to use Excel which is a total nightmare. It is a great system for a small interior design business or any freelance business and I will be recommending it. -
Inappropriate?I would love this. I'm moving from Freshbooks and that's the one thing that's missing. In Freshbooks, I can see when users look at invoices or estimates (they aren't attached to the email) so there's no "I didn't get that invoice" or anything like that. I think FreeAgent is better all around than Freshbooks, though I will miss that one feature.
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