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48
Auto-Send a Thank You for Payment
- Live
|
D |
Deborah Nicholson |
It would be helpful/polite for clients to receive an automatic Thank You when they pay an invoice/retainer. Thanks!
Activity Newest / Oldest
Deborah Nicholson
So glad this is in place! Thanks Team DF!
Darcy
YAY!
Geena Pearson
hallelujah, it's live!!
Cole Mackin
Status changed to: Live
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 :).
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!!
Meg OBrien
Hi What does the email say? where can I see what they receive?
Katy Moss
Yes, I agree!
KBHattan
Yes, or at least it is an option as soon as you record a payment.
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.
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!
Margie Kaercher
Yes agreed! Many of my clients ask for receipts and I’ve been having to make them via PDF’s