Demo: October 16

Agenda

• Review Payments features in progress
• Review RAVA Portal features in progress
• Finalize needed copy or assign

Payments

Update email from billing@prptax.com to eric@prptax.com

Email deliverability

• In progress: implement DCIM records, avoids “via” from sending service, authenticates mail;
• In progress: Google bounces emails, claims no From

In progress: Client email when payment plan is setup

Need copy, probably variation on https://www.figma.com/file/BRg0Cs73NIHPQMIeFBADtGhZ/Payment-Plans-Master?node-id=7%3A2697

In review: email to client when payment declines

Variation on https://www.figma.com/file/BRg0Cs73NIHPQMIeFBADtGhZ/Payment-Plans-Master?node-id=262%3A2589

RAVA Portal

In progress: add “Authorized Agent” feature to confirmation form

“I, ____, am an authorized agent to sign this document.”

In progress: Popup window for RAVA form confirmation

Need copy: “after confirming this form, you can’t change it, and … and more legal stuff here”

In progress: email to client when RAVA form is confirmed

Need copy: variation on setup?