Going through the billing and payments side of the product was not as straightforward as I'd hoped.
Going through the billing and payments side of the product was not as straightforward as I'd hoped. After signing up, I expected to get clear guidance on invoicing and what payment options were available. Instead, I found myself navigating most of that on my own, as the training and onboarding materials didn’t fully explain the process. Emails about payments were vague and the timing of invoices was not clear from the start. I made some calls to support but even then, the answers were only somewhat helpful, and I ended up having to experiment with the portal to understand the flow. The delays in getting confirmation on the payment status were frustrating because it held back starting my work with the software. The actual software itself functions pretty well once you're past that hurdle and the database and calling features are fine. Unfortunately, the billing experience left me feeling like I was left to figure things out more than I expected, which was surprising given how smooth I expected the onboarding to be. Hopefully, in future iterations, the payment setup will be clearer and less reliant on trial and error by the user.