Settings and activity
3 results found
-
15 votes
Hi everyone, returning to the idea here there have been a few changes since this was raised that may solve your needs.
Our new Invoice template editor has been rolled out to all regions which also allows you to customise the invoice title. Meaning you could have a theme that was completely dedicated to 'Receipts'.
When you want to send a receipt to your customer you would need to adjust the branding on the invoice to then send with this template.
Right now, although the online invoice would show as Tax Invoice, if you include a PDF this would show with your customised Invoice title.
Also the email template has been updated for Paid invoices so this will now just show 'View Invoice' when it has no balance to pay.
We appreciate this is not the complete solve that has been asked here but hope these changes may help with…
An error occurred while saving the comment 
Le Gallez & Co Ltd
supported this idea
·
-
19 votes
An error occurred while saving the comment Le Gallez & Co Ltd
commented
We need an option within Email Settings to automatically send the Payment Receipt email template to the client as soon as a payment is recorded against an invoice, regardless of how that payment was received.
-
1,172 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
An error occurred while saving the comment Le Gallez & Co Ltd
commented
I could really do with this! Any News?
Le Gallez & Co Ltd
supported this idea
·
An option within Email Settings to automatically send the Payment Receipt email template to the client as soon as a payment is recorded against an invoice, regardless of how that payment was received.