I would like to create reports based on data within ConnectBooster.

We would like to see the following information in a report once the API is integrated:

-Company Name

-Automatic Payment Method (ACH, Visa, Master, None, etc)

-Automatic payment details (Example: Runs on 1st of each month for contract xxx)

Once this is done, we would like to create a lot more around this. Such as updating the AR team if the payment method changes from a CC to an ACH, or if the automatic payment details updates and no longer matches what is in ConnectWise. It would be great to eventually have it syn and update ConnectWise automatically, and eventually update the terms as well.

The goal is to ensure the payment terms are accurate on all invoicing going forward. We would also like to automate the discounts we give to customers on ACH when the customer has this discount option. But these are future goals.

Thank you