thank you note via bank matching
Add the option to send a thank you note when match transactions from the banking side not just in contacts and recording payments
Robert Palmaricciottii commented
any idea of when this will be implemented, it has been planned for some time. it is mandatory in our business to send out thank you notes
Riya Jadhav commented
As this is planned, do you have a date when this feature will be available?
You can choose the option to categorise a transaction manually in the banking section and select category as customer payment. You can then choose to send a thank you not when you scroll down while categorising itself.
We currently do not have this option while matching it directly. You can use this as a workaround and we will update once this feature is implemented.