Stripe fee processed through host agency
Danielle Belyeu
I would love to see the ability to process the service fee (which is through my host agency) within Tern. This would reduce the cost we have to pay now for it. And the ease of use especially since I wouldn't have to go into Stripe separately and have it processed and add it as an activity with all documents attached.
Canny AI
Merged in a post:
Have all advisor planning fee collections through Stripe integration be under our Agency Stripe account
Megan Brebner
We need to be able to see when planning fees are collected, paid out, and be able to initiate refunds etc on our own Agency Stripe account, instead of through the Advisors account and having to provide them with our banking details. Especially important in states that have Seller of Travel laws like California.