Sending Receipts
Miranda Maslany
Love that I can send receipts now. Two quick things that would be helpful to improve this feature.
- When I mark an invoice as paid I get a pop-up option to send a receipt it says "Paid by [my name]" (see my screenshot below). Can this be updated so that it says "Paid by: Client Organization Name"? Just makes me a bit worried the client is going to get a receipt saying that I paid myself which doesn't make sense haha.
- Also I'd like the option to send a receipt later on (for example if I choose not to send one in the moment, but say the client asks for one a week later). I've looked around but haven't seen that option.
M
MM
I just saw this and look around. I found it. Open paid invoice, click invoice payment history, then you will see the "Send receipt" pop up again.
Klaus Guenther
MM: Annoying that it takes a workaround, but at least one exists! I generally get paid by check, not through the client portal.