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Auto sending receipts

RichardHRichardH Member Posts: 2

I am setting up recurring invoicing and I noticed a difference between certain customer options. For example, Cust A has an option to send both the invoice and receipt automatically while Cust B only gives an option for sending the invoice. I've attached a screen of both. How can I change the setting for Cust B to receive auto receipts after payment and why is it different to begin with?


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in Sales & Invoicing Feature Ideas

Comments

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey @RichardH !

    Is one of your customers set up to have their credit card charged automatically? If so, I believe they would be the ones who automatically get the receipt sent to them. If I'm not mistaken, this is mandatory for automatic payments. With that being said, if you your customer makes an invoice payment, they can generate a receipt on their own via the invoice email you sent them since it is a live link.

    I attached a screenshot for reference:

    edited February 26, 2021
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