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I'd like to automatically send email to client when an invoice is paid (instead of to me!)
Christina Montemurro
suggested this on October 25, 2010 07:13
When I mark an invoice as paid, ShootQ sends me an email telling me the invoice has been paid. I find that email unnecessary (not objectionable though, I'm fine with getting it) - I'm the one who marked it paid, so I know it was paid! What would be really helpful though would be an email to the client telling them that it was paid. This would avoid either
1) me having to email them and tell them it was paid
2) them emailing me and asking if I received payment
Thank you!
Comments
Yes! Yes! I made this same suggestion in another thread a while ago without realizing this was here.
I totally agree! I created a "Payment Received" email that I have to go to the shoot and manually send when I mark a payment as paid. Why not allow me to automatically send that email upon payment!
Agreed. I would love this as well, especially because most of my clients pay via check.
- Leeann
I would still find this a very helpful addition. Hope to see it soon.
I couldnt agree more. the client wants to know that you have received their payment. this eliminates the need to go into quickbooks and issue a "paid" invoice which then needs to be emailed to them (outside of shootq, since we cant attach files).
Absolutely reasonable request. Hello?! Anyone? shootQ gurus?
This is just what I was hoping to do... please make it happen and we will love you even MORE!
PS... I'd like this as an option for accepted appointments as well.
Me too! Great feature to have...
Are we still waiting on this? I've been searching for a way to send the "paid" invoice to the client and after looking for several minutes decided to go to "help" file and found this thread. It is really needed as it takes a lot of time to have to maunally email each client back saying they are paid. Most want to see an "invoice". Please, please and Thanks!
Might as well add my voice to this thread. Yes, I want to be able to send an actual "PAID" invoice. PLEASE! Many of my clients are corporate. While the invoice is fine for the expense, many of them would like to also have a "paid receipt" on file. Sending out an automatic email with the same graphic we get showing a short invoice with the "PAID" stamp would be WONDERFUL. Pretty please?
Yes, please, please do this one. Just makes sense.
I agree - this needs to happen!
Agree! I've always kind of wondered why it e-mails me when an invoice is paid, since I have to manually mark everything as paid, since with my Google merchant account, even credit card payments have to be manually entered.
If you're using a CPA, accountant or other bookkeeper, you can setup an email filter to automatically forward the payment notification emails to them.
We've never opted to send a notification to the client because they paid you and we assume they know it! They had to enter their credit card information or write the check. They also have the ability to log into their client area and see their invoice and payment schedule.
I guess I'm not fully understanding the need here. Is this an issue mostly for clients who mail checks?
Yes. This is an issue for clients who mail checks. Which for me, makes up about 98% of my payments. They want to know that I've received the check.
Yes, for checks and also for corporate clients who want a PAID invoice for their files just so they have the confirmation of the payment and for their taxes/business expenses.
Exactly - when clients are putting down money on something as big as a wedding package, they want a receipt. Ask yourself - would you walk into a furniture store and pay with a check, and not get a receipt?
Well, keep in mind that the invoice is always accessible via the online client area...the customer can always get their receipt there. But, I guess if they want a CC on email confirmation emails, it's something we could explore...
The login option is great, but my clients want to make sure that I received their check and that it is applied to their balance. I guess I could create a template email that would cover this and explain how to log into their website, but it would be much easier if an automatic email was sent to them saying that a payment has been applied to their invoice.
If it doesn't create any issues for the system (or us of course) and it's a feature that would add convenience for us and our clients, yes, please explore (make it happen)! :)
I'm not sure about the CC on the current email, though, if that's what you're referring to Andrew. Doesn't that take us to an admin kind of page? I want the nice screen with the "PAID" stamp graphic on it to go to my client. Pretty please.
Yes - ideally it would be great if the customer received a special email that stated they have made a payment and a "PAID" image appears on the invoice.
Yes! I also receive 98% of my payments via check. So I manually mark a payment. I agree. Clients deserve and expect to be notified when the check is applied to the invoice. After I make the payment, then I go to their shoot and sent a boiler plate email that says, "Thanks for your payment. Check out your portal to make sure we're all good." With a link to the portal.
If I had my wish, as soon as I made a manual payment ShootQ would sent an automatic email (that I drafted) that said, "Thanks for your payment." and have the payment information with a link the "paid" stamped invoice. That would save me a step.
Please explore it!
Agreed! Right on.
Okay. I'll add this to our list :)
Awesome! Was just thinking this would be a great idea and certainly would help us.
I just noticed in the new release that you added automatic emails for payments! This will save me so much time. Plus, I used to forget to send the Thank You email all the time. This will make sure every client gets one. Also, I love the autofill variables. All of the relevant info is now in the email!
Thank you so much! I found another post from early 2010 where many of us asked for this feature. It means a lot to me that Andrew said it was added to the list and it was was implemented a few months later.