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Auto-Send a Thank You for Payment

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Deborah Nicholson

It would be helpful/polite for clients to receive an automatic Thank You when they pay an invoice/retainer. Thanks!

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Deborah Nicholson

So glad this is in place! Thanks Team DF!


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Darcy

YAY!


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Geena Pearson

hallelujah, it's live!!


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Cole Mackin

Status changed to: Live

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Cole Mackin

Hey folks -- a thank you Invoice receipt can now be sent when manually recording receipts.

We're working on the ability to preview/edit this email now :).


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Cole Mackin

Hey folks, just a heads up that client's currently receive an automatic thank-you for payment email summary when paying via CC or ACH through the DesignFiles platform.

But I'll ask the team to also update to allow for sending this along when manually Recording a Payment.

Thanks for the feedback everyone!!


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Meg OBrien

Hi What does the email say? where can I see what they receive?


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Katy Moss

Yes, I agree!


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KBHattan

Yes, or at least it is an option as soon as you record a payment.


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Geena Pearson

100%! I asked for this so long ago and I can't believe it's still not available. Plus, when I record a payment and it zeros out, I want to send the zero balance with a thank you note, but for some reason, the email preview the client receives still has a balance. This also needs to change, pretty please.


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Deborah Nicholson

Yes! It makes no sense to mark an invoice as paid and then have to send it manual to thank the client for paying, but they still see an invoice that doesn't show their payment. The thank you for your payment with an invoice showing paid should be an automated process. Please oh please!


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Margie Kaercher

Yes agreed! Many of my clients ask for receipts and I’ve been having to make them via PDF’s