EMAILED PAYMENT RECEIPTS LACK RELEVANT DETAILS#16
The paid invoice can automatically be converted into a payment receipt by only converting the header into ‘invoice paid’ or ‘payment receipt’. this is in reference to the pdf extract
I agree, the receipt current design gets mistaken for an invoice many times in my experience. Needs to be more clear.
Yes, I have customers who have several projects going with me and they have a difficult time distinguishing between receipts.
In addition to comments on Receipts above, i suggest the possibility of a template for a receipt, with custom wording as setup by the user. With a bit of work flow, the receipt template must be envoked automatically when payment is recorded.
I agree, the invoice graphic design is very nice, it is expected that the client also gets a nice design with a nice personalized text saying at least thank you for giving me your money.
Having your business number (ABN ** in my case) shown on the receipt is a must for other businesses in Australia to process it correctly. Please add this 🙏
I addition to this, I will propose let there be a template for payment receipts automatically involved when adding a payment to an invoice.
When the receipt is sent, the message or mail should look as that of the invoice mail where a customer can click on a link and decides to print his receipt or not.
There can also be a receipt tab in the mobile app
Devs please also update invoices for the clients after a payment is recorded. I have to open my own invoice with the client yo tell them the remaining amount because after say a deposit they have made, they do not automatically get a new invoice with a receipt for it. They get the email for receipt but they dont get the updated invoice that i get on the system. Please send the update with the receipts
Receipt that can be print please
My clients confuse the receipts with invoices and so they unsubscribe as the receipts arent necessary
Would like to send a receipt only when they request one.
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