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Auto email receipt for manual payments
Ryan Kudasik
suggested this on June 29, 2010 11:41
I don't understand why when I add a manual payment (i.e check or cash) it emails ME to tell me the invoice has been paid. It should also email the client to let them know I applied the payment. As it is, I had to create a custom email. Just a suggestion.
Comments
Indeed!
Yes - this is a much needed feature for my clients. They always ask me, "Did you receive my payment?" They not only want an email confirming it, but a physical receipt for the payment applied. Can this be done?
In my mind, it would just take adding the option to CC the message that we already get about payments to the client as well. But I'd love to add the receipt as well.
So the idea here is that you send your client the credientals to get into their "client area" in ShootQ so they can view their invoices and print them out themselves.
But I'm hearing you say that you'd like to be able to email an invoice to someone easily? Hadn't thought of that before...very interesting.
Ah. Re-read your comment. ShootQ doesn't distinguish between payments YOU make and someone else makes. It should notify YOU and the customer when the payment gets made. If the customer is not getting an email, there's an issue. I'll dig into this with the dev team.
ShootQ has never notified the customer. It only notifies me. I requested this quite a while ago too and never heard back.
http://help.shootq.com/entries/310135-i-d-like-to-automatically-sen...
Ditto what everyone else has said. Please let us know when you have an update on status. Thanks!
Thanks for helping me better understand this. It makes sense, especially for checks mailed to you. I still contend that a client could check the status from their client area, but I do realize an email would be simpler.
The challenge is how we implement this. Not everyone will want it, especially if their clients pay by credit card through a merchant account. Any thoughts on how to make this simple from a photographer's perspective in ShootQ?
If it were part of the option in ShootQ to automatically to "Auto-Notify of Receipt", that would work well. Much like you can switch "on" and "off" the option to send reminder emails.
In my opinion, this would be an automatic "yes" to most people, since no one minds getting a receipt for when they pay for something. In fact, most people expect it.
Justin - glad that you get it now. I suppose you're right that the client could check the client area but it doesn't strike me a very customer-friendly to tell them that. You know, just keep checking back over and over?
As for how to do it, how about a checkbox when you mark an invoice paid. The box could say "notify client via email that payment was received" and could be unchecked by default. If checked, the client then gets the automatic email.