Partial payments – should be automatically noted in the thank you note
I received a partial payment. When I sent the "payment received" email it stated only that the payment was received. Yes, the amount received was mentioned in that mail but not that it was only partial!
It should say "1000 of 1500 received = 500 still to pay" or similar.
So how does the client know to still pay the rest?
Yes, the online invoice had automatically been updated by showing the remaining amount but what if the client doesn't see this?
It would be good if, instead of triggering an automated late payment warning, the payment received note would include automatically the information about the missing amount.
If that's not automatically possible, I'd like to have the possibility to manually add that info in the thank you note, just as I can manually add text when sending the invoice in the first place.
Possible?
Martin
shared this idea
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Martin
commented
There's a notes section when recording a payment. Those notes do not show in the email sent to the client. This was not clear to me. Perhaps, instead of labeling that text box "Notes" it should be labeled "Internal Notes" – good idea?