Send Payment Confirmation/Receipts Automatically?

megeankmegeank Member Posts: 2

Is there an option to email customers a payment confirmation or receipt automatically?

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  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @megeank,

    No, there isn't a way to automate that process in Wave currently. Receipts have to be sent manually. Your clients do still have access to their invoices after a payment was recorded, and they'll be able to see the payment there.

    I do understand why you would want to automate this process, however. I can't promise a timeline or guarantee that this feature will be added to Wave, but feedback from our users has a significant impact on what we choose to build next. Thank you for taking the time to provide yours.

  • deyamiraphotographydeyamiraphotography Member Posts: 4

    Please for the love of god make this a thing! When I'm sending out 15-20+ invoices a week and I have customers asking where the payment confirmation is, it becomes a major task.

    Edit: Also I love what you guys are doing and do not want to sound demanding by any means!

    edited December 13, 2018
  • ericksonstudioericksonstudio Member Posts: 3

    Yes, please make automatic receipts a thing!

  • ericksonstudioericksonstudio Member Posts: 3

    I love Wave! What would really streamline our accounting is automatic receipts. How is this not already a thing? Thanks!

  • ChelseaKChelseaK Administrator Posts: 262 admin

    @deyamiraphotography @ericksonstudio Thanks for weighing in with this feature idea, guys! <3
    While automatic receipt sending is not a feature in Wave at the moment, I have brought it up to the team!

    In the meantime, your customers can access a receipt for a paid invoice on their end. Once an invoice has been paid, they can go back to the original invoice email and select 'View Invoice'. From there, they can select 'Receipts' and they will be directed to a record of their payment.

    I totally get that a separate, automatically sent receipt email would be nice though so thanks for sharing the value that would have for you! What would be your ideal workflow? After you create an invoice, have an 'Automatically send receipt' pop-up?

    edited September 20, 2019
  • ericksonstudioericksonstudio Member Posts: 3

    @ChelseaK said:
    What would be your ideal workflow? After you create an invoice, have an 'Automatically send receipt' pop-up?

    Modded screenshot attached because that's what I do! :smile:

    I didn't see anywhere else where a global default could be an option. Now that I think about it, maybe it could be an option on the customer's profile? That way if I have a customer that prefers receipts it will always default to "checked" on the invoice screen for him, and not for customers that don't want a receipt. Yeah, that's the ticket!

    Thanks much,
    Paul

  • megeankmegeank Member Posts: 2
    I agree that having the option to turn automatic receipts on/off is ideal. I also think (possibly at the invoice level) it’d be great to edit the automated receipt. Thanks for considering!
  • millerhandcmillerhandc Member Posts: 2

    I agree. Please add an auto-send receipt option. This is too time consuming.

    Better yet, please add a way for customers to pay the full amount when viewing a Customer Statement, and send a single, itemized receipt for that.

    I know you guys are working hard on making this a great accounting system, and this would be a huge benefit both for us and for our customers.

    Remember, as small (or any sized) business owners, it's our job to make our customers' lives as easy as possible. Sending my customers 100 separate receipts to file does not make their lives easier.

  • theactorsroomtheactorsroom Member Posts: 3

    @ericksonstudio said:

    @ChelseaK said:
    What would be your ideal workflow? After you create an invoice, have an 'Automatically send receipt' pop-up?

    Modded screenshot attached because that's what I do! :smile:

    I didn't see anywhere else where a global default could be an option. Now that I think about it, maybe it could be an option on the customer's profile? That way if I have a customer that prefers receipts it will always default to "checked" on the invoice screen for him, and not for customers that don't want a receipt. Yeah, that's the ticket!

    Thanks much,
    Paul!

    Nicely done! That would be FANTASTIC.

    Also, when you said, "...if I have a customer that prefers receipts..." it made me think...next-level automation would allow us to check off "Default: Send Receipts" or something in the customer's profile.

    Further, it would be even more amazing to be able to switch your default setting over ALL new invoices/recurring invoices/checkouts to "Send receipts? Yes Please."

    I would like to point out, however, that it would be necessary to have the option to uncheck "Send Receipt" when you are recording a manual payment. When you go to do a write-off, for instance on an uncollectible debt, a partial refund, a full refund, etc., you have to do it through recording a manual payment to your invoices-written-off "account." You wouldn't want to be sending receipts saying, "Thanks for your payment!" to customers who you've just issued a refund to, or who you secretly hope will still pay you for debts you're deeming uncollectible!

    edited April 23, 2020
  • QaisEQaisE Administrator Posts: 68 admin

    Hi @ericksonstudio! Thanks for explaining your feature request as well as showing how it could look in Wave - that is truly amazing! And thank you @megeank, @millerhandc, and @theactorsroom for providing a +1 to the idea of having an option to turn on automatic receipts for invoices/customers. As you have all pointed out, Wave does not currently offer this feature within this version of our app.

    However, we're always looking for feedback from our customers on how we can improve our software with every update we make. We appreciate you reaching out about this and you should know that our developers are always parsing through our Community looking for feature updates requested by our users.

  • LorrieLorrie Member Posts: 1

    I just wanted to chime in to confirm this is a necessary feature. The ability to automate anything is such a timesaver. I spent 30. minutes this morning trying to figure out whether this was a thing. I want to treat my clients professionally and save time for them as well. No one should have to spend time returning anywhere to look for a receipt. Every minute saved is valuable, not just to me, but to my client.

    P.S. I LOVE WAVE and my clients are asking about WaveApps too!

    edited April 30, 2020
  • QaisEQaisE Administrator Posts: 68 admin

    Hi @Lorrie, thanks for your feedback! We love to hear about how adding certain features would benefit business, so you are insight is much appreciated. We are always trying to improve our automation and processes in Wave, and know that our developers are always scanning the Community to gather intel on what features are most requested.

    Lastly, thanks for the love! I am genuinely happy to hear that you continue to show support for us to your clients - hopefully we can continue to provide the services that make you love Wave!

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