Settings and activity
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7 votes
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Rob Allan
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
515 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
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Rob Allan
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I agree with this. You could have a button saying "Send Receipt" or a pop up dialog - just the same as you do when making a payment.
This would improve workflow especially as we operate on negative inventory
Rob Allan
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Rob Allan
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Just adding my 10c worth on this one. Either an automated send, a button to enable you to send or a pop up screen to send.
The workflow otherwise is not good as you cant easily see your "reconciliation history"
Have repeating invoices repeat for a number of cycles rather than a specific end date. So send out 10 monthly invoices not having to work out when the 10th might occur.