Send invoice when payment is made: Invoice with Paid windows
The possibility to create Invoices with Paid window when paid (similar to PandaDoc invoices that we send to our clients).
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Anonymous commented
Currently our workflow is that when a client signs the document they are requested to pay through our payment gateway with Stripe. However, we have scenarios where clients need us to send an invoice instead of them paying through the payment gateway. I'm wondering if there is a way to allow a client to request an invoice be sent
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Brian Gacila commented
create and send an invoice with scheduled payments
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Zoltan Pinczesi
commented
I think this is super critical. I currently bill my clients through PandaDoc with the stripe integration and some of my clients need an invoice for their taxes.
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automatically send invoice after payment or status is paid
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Mason Foster
commented
In the 1.0 editor, contracts included an invoice that clients could download and submit for approval. This was necessary to generate POs, checks, etc. and is how many corporations need to operate.
In 2.0, we've lost the invoice and only have a CC/EFT payment option. My clients who pay by check need me to send an additional invoice for the deposit, since there's nothing for them to download.
Can you consider adding back a downloadable version of the invoice?