The ability to automatically send an updated invoice or receipt to a client when a payment is made.
It would be nice to have the ability to automatically send an updated invoice or receipt to a client when a payment is made. Also, the option to be able to include documents into an automation.
Ex. When a client makes a payment, send invoice to their email.
Ex. When a client moves to paid & closed, send document- warranty.
1
vote
Jared Cunningham
shared this idea
This has been an infrequent ask, so with current priorities, it will not be added at this time. It will be considered again if additional requests are made.
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Jordan Cowart commented
I think this is a great idea. Is there any option at all to automate something like that?