Generate receipts from paid invoices
alektrikwellness
Can we have the invoicing app kick back a receipt when an invoice is marked as paid? At this point, even if it just sends ME an email saying invoice was paid, I would be able to forward that to my client.
First of all, my customers have to download the invoice in order to see the details. I would love it if they can see some of these details directly in the email that is sent to them.
Secondly, we need some sort of receipt. I can only mark as paid from my end and the invoice PDF is never updated with the updated payment. And my clients need this receipt for their own bookkeeping records.
Is this feature in the works at all?
J
Jacky Zhu
Merged in a post:
Invoicing customer receipt
M
Monique Bonney
I love the invoicing app but I need a way to generate a receipt for my customers. Ideally once a payment is made they will get a reciept via email from Beacons. I would also like an emailed receipt to go out if I manually push the "paid invoice" button.
There currently isn't a way for me to send payment confirmation to my customers without doing screen grabs on the "view invoice" screen.
Jacob Choi-Durham
Hey Monique Bonney, thanks for your feedback! I have a few more questions for you:
- What information would you like to be included in the emailed receipt?
- Would you like the receipt to be customizable or would a standard format suffice?
- Do you require any additional features in the receipt, such as a breakdown of the payment or a thank you message?
B
Bradley Wilson
extremely useful and time saver