Answered
Alternate to "Add Payment Details"
In Tax Payments, to the best of my knowledge, no client has ever figured out to click on "Add Payment Details" to enter payment date/confirmation/check # information. We had one client click on it, enter info, and thought he had scheduled the payment.
An alternate would be a button of a different color (not underlined text) beneath the Pay button, that says "Payment notes". Then fields labelled "Amount I Paid", "Date I Paid" and "Confirmation or Check #". Or anything along those lines that make it obvious that this is something actually useful to them if only they realized it was there.
Comments
Hello!
These are very clear, concise ideas about improving the client experience! I've added these as an Enhancement Request and tied your firm to the request for better visibility. Thank you for your input!
Agreed. Many clients get confused by this section. I love the suggestion of Payment Notes with the fields labeled Amount I paid, Date I paid. Perhaps you could even have a drop down - How did you pay? Online via link above OR Mailed in check
Agreed, we had a client who though he paid doing this and it was 2 months later before we realized he did and now has to pay penalties and interest.
I was just watching some of the client experience videos, and was thinking about how this would look to me if I were a first-time client. Instead of two buttons that say "Pay" and "Add payment details" I would want it to say "Pay" and "I paid this balance." Clicking on "I paid this balance" would lead me to the add payment details prompts, and would update the voucher to Paid status. Just wanted to put that suggestion out there - it's very similar to what the original poster put here but I think it would prevent a whole lot of confusion. I understand that there is now a disclaimer that pops up telling the client that they are not making the payment, but in my experience people are very likely to click through pop-ups without reading. Thanks.
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