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Upmind Wishlist


jeffuk

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For me to moveover to Upmind I will need to see the following:

  1. One invoice for multiple services
  2. Pro-rata billing without having to modify subscriptions
  3. Instant invoices
  4. Invoice cacellation / admin side
  5. Better Paypal integration

Global email variables would be good too but not essential.

What's your top 5 features you will like to see first on Upmind?

 

Edited by jeffuk
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  • 1 year later...

Hi there, thank you for your feedback.

 

We've invoice consolidation so if the client has more than one product/ services then you can manage the invoice once which you can do under Setting -> Order option -> Consolidation.

Regarding the invoice, you can refer to our documentation here :

https://docs.upmind.com/docs/how-to-configure-invoice-settings

 

and here for the Paypal: https://docs.upmind.com/docs/how-to-add-paypal-as-a-payment-method

 

Hope it helps. Thanks

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  • 3 months later...

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