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  1. Contacts - Ability to view contact payment method (e.g active DD form, payment plan, CC)

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    submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Emma Moss supported this idea  · 
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    Emma Moss commented  · 

    It would be useful if there was a field on the contact card where we could record if the customer pays a regular monthly amount e.g. via DD, DD through GoCardless, standing order.

    If via GoCardless, it would be useful if this could populate automatically rather than having to look for this via the payment service screen in settings.

    This field should be visible when the user goes into the customer contact card so as to provide a complete picture to help the user understand the customer payment arrangements.