Individual Payments on Invoices

John P. shared this question ago

Answered

A customer is working on her expense report and needs the individual payments listed on the invoice (preferably with last 4 digits of card or something if possible). Currently my invoices are just lump summing all payments into one column/row. I did see there was a way to loop fees, etc but nothing about looping payments. Is this possible or available in some other report?

The same question

Comments (1)

Brittany M. ● 15 days ago

You could either send each receipt to the customer. These are found in the lead under the "payments" section.

Or you can create an organization for this customer and send the account statement. The account statement would provide links to each payment made.

Please take a look at this article for more information on Organizations and Account Statements.

Reply URL

John P. ● 15 days ago

I did see the Organization statement, but didn't realize the emails Invoice Account Statement laid it out differently. The email Invoice Account statement says automated, but doesn't say when it would send it out and if it is their whole account info, or selected items. Since a lot of my data is imported, it isn't very accurate past one year so not really anxious for this thing to start sending out statements like that. How do I determine when this "automation" would happen if I were to enable it?

URL

Brittany M. ● 15 days ago

The email automatically sends out based on the payment terms found in the Organization's settings:

0715cc65bf3549dd9891b660871a081e

They can either be billed per lead individually or per Organization monthly.

URL