(Bug/Development Mistake) Automatic Enabling of ACH setting does not function if you dont have deposit amount set for all future estimates.
planned
Michael
Have to manually enable deposits because your system doesnt allow us to Keep the deposit request setting ON and just turn it off for individual estimates- it forces us to turn it back on.
When you set your deposit settings for future estimates, you should be able to Turn it off individually for any estimate you want and have it not overwrite your future estimate deposit settings.
Intuitively, when you check off "apply for future estimates" all future estimates should have the deposit amount you requested. However in your system, if you turn it off for ONE estimate, even if you do not check off the box to Apply the 0% deposit request for future estimates, it turns it off for all future estimates.
Resolving this will resolve the OTHER development issue I am about to outline-
Your system has a setting causing ACH to not be allowed when the total amount requested is less than $100. This is intended. However, since that means that if you opened an estimate and your deposit request was at 0% because the "save deposit amount for future estimates" deactivated itself when you wrote your last estimate (Most commercial clients dont pay deposits on services unless theyre quite large contracts so this is a necessity for many of us), you now have an estimate that has a deposit amount LOWER than the minimum ACH requirement. When you then add a deposit request, ACH request is Not activated even if you have the "Automatically allow ACH payment on all transactions" setting on.
This seems like a minor inconvenience but it means two things that should be automatic now require manual amendment on 10-20 transactions a day at times.
Orit Tepper
planned
Orit Tepper
Hi Michael,
Following up here. Sorry for misunderstanding your post previously. I now understand the two issues you are pointing out and will look to improve them both, as well as lower the ACH threshold to apply for more use cases.
Orit Tepper
Hi Michael,
This is possible today. Please see the help center article here. Notice the second toggle for ACH to leave ACH on by default.