My feedback

1 result found

1. emailing invoices

   11 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   2 comments  ·  QuickBooks Invoice Payments Portal » Emails  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   An error occurred while saving the comment
   Heleen Rossouw commented  ·  July 11, 2019  ·  Edit…  ·  Delete…

   I know this is not paying an invoice but a suggestion when creating an invoice.

   When creating an invoice you can choose to save and send the invoice to the customer. When going back to the invoice it indicates that the invoice was send on XX day at XX time but it is not reflecting to whom it was sent.

   This is critical information as when an invoice is unpaid you need to inform the client to whom the email was sent.

   You also can not just check what the email address on the customer profile is as this could have been another email address that might have been changed since issuing the invoice and following up on it, it might also be that you more than 1 email address on the customers profile but when issuing the invoice it was sent to only one of them (by choice).

   Save Submitting...
   Heleen Rossouw supported this idea  ·  July 11, 2019