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balanced / balanced-dashboard

The Balanced dashboard.
https://dashboard.balancedpayments.com/
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We should say *on the invoices page* that invoices are debited from the linked bank account, not the escrow balance #1590

Open msherry opened 9 years ago

msherry commented 9 years ago

This is in the docs, but no one reads those and we get questions about this all the time.

kyungmin commented 9 years ago

screenshot 2014-12-26 14 13 06

@msherry The "Payment method" detail is supposed to indicate that the invoice is debited from the linked account. Are you saying this is not clear?

msherry commented 9 years ago

That's correct. Support still fields questions about 'I thought fees were debited from my escrow account' or 'Why did you say my invoice failed? I have plenty of money in escrow' all the time.

dmdj03 commented 9 years ago

Then I'm wondering if the issue is the term "payment method" or if this isn't the right spot to make this known. We should include this information when they're first adding their bank account in the modal. "Your transaction fees will be debited from this bank account." We can also include it in the approval email they receive when applying for access. This email asks them to link their bank account as the next step so it's a good spot to include that message here as well.