Our Web Form & Payment Plan capabilities are some of the most dynamic features available in myStratus. We’re bringing these powerhouses together in the 2019 version by introducing Invoice-based Web Forms!
Now, your web forms can pull information directly from an invoice for your clients to view and edit online. As an example, you can create a contract for whenever a client decides to use a payment plan. They’ll be able to view the details of the plan and given an e-signature online stating they agree to your terms.
Bringing this a step further, we’ve added a new setting in the Company Preferences – Invoicing tab where you can choose to have the software automatically create this web form and email or text it to a client when they have a payment plan created on their account.
Just a side note, this feature works very well with the new Online Payments!