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CommunitySuite Idea Lab: Invoices/Loans/Accounts Receivable

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It would be nice to be able to send an invoice payment confirmation email along with the copy of the invoice attachment in Csuite

It would be a nice feature to be able to send an invoice payment confirmation email (similar to grant and donation templates) along with a copy of the invoice attachment in Csuite. Currently we have to manually email the payment confirmations for invoices processed in Csuite.

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Alexis Wood shared this idea  ·   ·  Report…  ·  Admin →
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  • Jared Mabrey commented  ·   ·  Report

    Honestly surprised it's not a default. Shouldn't a manual process be an override?

  • [Not Provided] commented  ·   ·  Report

    Having an automated receipt that can be edited by the organization for the various types of checks received in payment of an invoice and that will remain in CSuite for the record will improve staff efficiency and accuracy and reduce mailing costs.