We would like the ability to disable customer's ability to turn autopay off. We would also like it mandatory that one active payment method be associated with an account - customer cannot remove a payment method without having another confirmed one in place.
Having categories for customers (ex. inactive, active) would be helpful so we could change our views.
One-time charges on same invoice as subscriptions
The ability to add one-time charges to a subscription customer and the charges go out on the same invoice.
Multiple customer profiles
It would be helpful to have multiple customer profiles for the same account. We have some that are regular customers but also are resellers for us. The taxing and billing are different and they have to have 2 separate accounts currently. This would also come into play with commissions. One account with multiple profiles would be better.
Discounts / Promotions module
With this feature, QuotinBill quotes module will be able to generate discounts or promotions taking into consideration the following specifications 1) Apply discounts to the product price (one-time charge or MRC). The amount to be applied could be a fixed amount or a percentage of the product final price 2) Apply time-sensitive discounts (fixed and percentage). For example, giving a 20% MRC discount for the first 6 months and after that full price will fall back to the rest of the invoices. 3) Volume or tier discounts. This means if a particular product is sold in certain amounts the unit price will have an applied discount. Product A final price is $40 one time. But if sold more than 10 units at a time. a $10 one time discount will be applied. 4) Automatic time-bound promotions. Promotions will function based on discounts functionality but it will be triggered and turned off both automatically or user-initiated. Example: a Spring Promotion from April 1st to April 30th Product A will have a 30% discount on MRC price. All quotes generated on or after April 1st will have the promo applied (both automatically or user-initiated) until April 30th. And after April 30 pricing will fall back to normal.
Commissions Phase 2
It will require phase 1 to be deployed and functional. In Phase 2 these would be the features. 1) En user term tied commissions. Example If a Customer is sold under a 12-month contract the commission is 20%, but if sold under a 24-month contract commission should be %22 instead, and so on so forth per end-user contract term. 2) En user volume commissions. The commission amount would be calculated based on the unit amount sold. Example Customer A is sold 10 hats at $10 each, the agent will receive a 5% commission. Customer B is sold 20 hats at $10 each, the agent will receive an 8% commission. 3) Send commission report to Accounting software 4) In house agents, and third party (Channel sales) definition. 5) Master agent definition which means users under a Master will report commissions on reports as well as log in to make quotes based on a previously configured based price.
Reports phase 1
Yes! this is VERY important, but we need your feedback. For now, this will be the proposed list of reports: 1) Sales. Filtering by dates, products, agents / users 2) Billing. Essentially what was billed. The same set of filters from above. 3) Active products. A way to see not only what was sold but what is currently active and being billed. All reports will have a way to export the actual view you have on the screen, regardless if the view is filtered or not.
Commissions Phase 1
Create a Commissions module so QuotingBill can calculate and report commissions to be paid. The following would be the initial features for phase 1. 1) Calculate commissions based on MRC and OTC with both fixed amounts and percentages. 2) Have the popular residual option where a commission gets calculated and reported every month based on configured residuals. 3) Have the house accounts definition, where a Costumer can be assigned as a House Account meaning that it does not belong to a sales agent for commission purposes. 4) Commission report statuses. Have the possibility to change the commission report statuses. Created, Reviewed, closed. 5) Establish a Commission groups definition where then system users (agents) could be associated with. Including the possibility to have a system user in more than one goup.