Receipt of Payment from Payments
Under "Payments" Click on the payment's, 3 buttons (where Edit & Delete is) and have an option for Email, to send a receipt of payment and be able to automatically send a receipt of payment receipt once down payment is made. (We require a signed estimate and a deposit down prior to starting a customers project and do not invoice them out until, the job is completed. In which they have 30 days to pay.) We would like to not have to go into another app (JobNimbus Payments App) to have to physically send one each time.
Jake Le Noble
shared this idea
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Michelle commented
ability to send a receipt for any type of posted payment as payments are not always attached to an invoice immediately - could be a deposit or deductible - etc. clients should be able to get an immediate receipt when a payment is posted in system - this seems like standard practice but can't find this as any option.