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ChrisRoush
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So, it seems that the developers and support staff are quite siloed within the organization. This causes clunkiness in most areas especially support. While super frustrating, you have to understand that the employees aren’t oracles or beings on high; they are just employees at a fast paced tech company (which usually means there’s a lot of disconnects). The employees aren’t power users of the software. They are contact center staff that mostly respond from a script (which is an effort to present a single, consistent response to paying users). The paying users are power users that are usually also working professionals and will, most likely, have more in-depth knowledge of the software than support techs (frustrating as that may be). Hence the Community where users try to help each other and the very canned replies from support staff.

 

Regarding recurring invoices, PayPal and Venmo aren’t available at the initial creation of recurring invoices. Using the legacy layout (not the new layout which is super buggy), allow a recurring invoice to be produced, edit the invoice by adding the PayPal/Venmo payment method, and save the invoice. You should get two pop-up splashes. The first one is whatever. The second one actually saves the changes for future iterations of the recurring invoice. You won’t see this with the new layout, only with the legacy layout. This seems to have worked for me for now, but it does mean editing each product of a recurring invoice template, ugh.



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