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Shortcut to send payment receipts from invoice details screen

After an invoice is paid, if we click on 'E-mail' it still generates an invoice asking for payment. Can this be changed to send a receipt instead?

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Paul at PEN shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • lhorvat2 commented  ·   ·  Flag as inappropriate

    Egad, this issue is almost 7 years old? Then a work-around 2 years ago?!
    Suggestions - 1st/preferred resolution) Emulate the same process to generate a Receipt for an Offline Payment as an Online Payment. That is, an automated RECEIPT (not another Invoice that says it's paid) should be emailed when the Admin saves the Payment information.
    2nd/tolerable resolution) I understand there is still a need for a printed receipt, so keep the Preview-Print button for those situations. If the coders can't make an automated receipt for a Offline payment work, then keep the Email button too, just don't make me go through two (or more) screens to have the opportunity to email or print a RECEIPT. thanks

  • Evgeny Zaritovskiy commented  ·   ·  Flag as inappropriate

    We also need to consider that invoice can be paid with several payments - but this is rather an exception so I agree that having a way to send payment receipt right from invoice is a good thing to have.

  • Dmitry Buterin commented  ·   ·  Flag as inappropriate

    Well, this request still makes sense.

    I am thinking that we can add add a button to send payment receipt right from the invoice if it has been paid.

  • Evgeny Zaritovskiy commented  ·   ·  Flag as inappropriate

    Actually, in current design invoice and payment are two different documents. When invoice is paid, you will see link 'Settlement details' near Balance due label or under Total amount. This will open Payment receipt and there will be E-mail button so you can e-mail payment receipt.

    Try look at http://help.wildapricot.com/display/DOC/Resend+or+Print+Invoices+and+Receipts and
    http://help.wildapricot.com/display/DOC/Record+Payment+and+Settle+to+Invoice

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