Should be coming soon with our new invoicing :-)
Coming with our new invoicing that's already in development :-)
Amar Ghose what's the timeline for delivering this feature? Thank you!
Emmanuelle Almeida End of next month is the most recent ETA from the team :-)
Amar Ghose Could we get an update on this? Definitely understand that things take time, but we are quite a bit past end of November.
Jackie Flye Good shout - the invoicing project that included adding paid receipts has turned in to a whole lot more. Due to that it's taking considerably longer (as you can see) but it does mean this update will come with quite a few other improvements, including upgrading our underlying tech so we can move fast again in the future :-)
Amar Ghose, amazing. You and the team are so appreciated. It is very evident that you are working hard on your end to upgrade and update. Much respect and applause for the hard work.
Amar Ghose any update on timeline on this?
We're working on a variety on invoicing improvements to be released soon and this is on the list!
Amar Ghose Sending receipts when invoice is marked paid is a great feature. Just wondering when it's going to make it's debut?
LOVE IT
Would be most helpful if, when an appointment is marked Paid, the Actions->Send Invoice feature could be used to send a sales receipt. Currently, this is not the case. If the appointment is marked Paid and the action is taken to send an invoice, the invoice still shows balance owed. If the balance owed is changed on the invoice to $0 - which is the case for a sales receipt - the revenue for the appointment also changes to $0. Which is not accurate. If an appointment is marked as Paid - regardless of the payment method - this should be automated in the invoicing process. There should also be a way to combine multiple payment methods for one appointment in the appointment that is reflected on the invoice - like $125 on credit card and $75 check - and show a partial payment with a balance owed.
If you're using Stripe or another credit card processor you can already do this using their login/settings. We will consider it for other forms of payment when we can.
Amar Ghose: I have tried to set up this through Square and will have to manually go into their system for it to send one. It’s not automatic and zapier doesn’t have an option for it either.
Lyana & Carissa Spinner: Ah, I wasn't aware Square doesn't do that automatically (Stripe does and I assumed the rest did as well) Thanks for letting me know!
We have several clients who are asking for a receipt showing "paid" in general. The current invoices do not have this feature. You have to manually edit them to say thank you for your payment. It would be nice to have the customer's automatically receive a receipt showing paid once they have been marked paid.
this one is key, i just found out my square integration when i run a card though zenmaid doesn't send a receipt or anything
I specifically have clients asking for this
To easily send a paid receipt or invoice would be awesome.
much needed!