Simplify the invoice payment and totals section (e-check/credit card options) and customer "checkout process"
Having two separate payment buttons, whether by e-check or credit card, can be a bit confusing for some customers. We've had a half-dozen customers send us a physical check for the credit card amount in the past year. I've attached a draft mockup picture to this feedback submittal to better illustrate the idea.
Justin Bookman
shared this idea
This has been resolved.
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Justin Bookman
commented
Thank you, Ryan!
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Deneen
commented
I like the mock up idea, however, the surcharge will need to be posted on that green button, or at least noted that there will be one somewhere between the estimate and the payment screen. Maybe just don't put the totals with the surcharge. Just list the surcharge amount.
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Karlton Willis
commented
This would definitely be helpful to our customers, and it would help to eliminate the confusion
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PJ Johns
commented
This would certainly eliminate a lot of confusion. I've had 2-3 customers myself look at our quote and ask us to come down a couple hundred to beat their competing quotes, not realizing that our quote was already lower. The problem comes from when customers are looking at receipts or a scope of work, they tend to look at the bottom-most number because it's usually the number that comes after the taxes and fees have been added to the original number. In our case, our bottom-most number is the total after the credit card fee (2.9%) is added. People have been habitually looking at this bottom number thinking it's the total balance due after fees and taxes. We're requesting these 2 separate figures stand out in a way that makes it more obvious that the lower figure is their total if they pay with cash or card and the higher figure only applies if you decisde to pay with credit card.
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Chris Massingille
commented
This would be very helpful.
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Brittany Peeler
commented
This would help with less confusion to our customers. It will save time back tracking.