Is there a *receipt_url* variable that shows all the transactions on a lead

Talon H. shared this question 4 months ago
Answered

I misunderstood the *receipt_all_url* variable to mean that it would show receipts for all the transactions, not just one pseudo receipt for the lump sum paid to date.

Is there a way to provide a customer with a list of all transactions? Whether via a receipt or via an invoice, I'm open to either solution but don't see anything intuitive in the variables list.

Comments (1)

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You would need to setup an organization and send an account statement. Here is an article on using organizations and account statements.

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That sounds like sending all the transactions for all the leads for an organization. I'm just looking for all the transactions for ONE lead (ie. deposit and final balance payments).

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You have the option to send an invoice but it will just show updated balances. You could open the receipt of each payment and send the links.

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That's my point--it can be done manually, but is there a variable (or a combination of them) that can provide that information without it being done manually? I'm trying to create an invoice template that shows itemized payments.

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Try using *receipt_all_url* and see if it displays correct for you.

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Basically, This is not available yet. It was requested last year but it hasn't been completed.

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