Settings and activity
5 results found
-
10 votes
An error occurred while saving the comment 
Cindy Kofile
supported this idea
·
-
Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
323 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Cindy Kofile
supported this idea
·
-
27 votesCindy Kofile
supported this idea
·
-
126 votes
An error occurred while saving the comment Cindy Kofile
commented
This would come in VERY MUCH for us as we want customers to be able to put down a 50% deposit on a vehicle wrap, and then pay the final 50% when they pickup their vehicle. Ran into this yesterday. Had to do a payment request direct from Stripe - pain in the butt.
Cindy Kofile
supported this idea
·
-
2 votesCindy Kofile
supported this idea
·
TOTALLY AGREE! It is a PAIN IN THE BUTT to have to go back to the customer invoice activity screen from the general invoice screen. This should be an EASY fix.