It would be helpful/polite for clients to receive an automatic Thank You when they pay an invoice/retainer. Thanks!
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 :).
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!!
Yes, or at least it is an option as soon as you record a payment.
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.
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!
Yes agreed! Many of my clients ask for receipts and I’ve been having to make them via PDF’s