"Payment Received" to include the amount received/current balance?
Answered
I would like to know the amount they paid/what they still owe without having to open the lead if possible.
Is there a way to modify the variables involved similar to how I can with the emails that go to the customers?
The same question
Yes, we can add columns to your leads view...would you like me to add paid and balance due?
Yes, we can add columns to your leads view...would you like me to add paid and balance due?
That'd be great! Can this information also be included in the emails I get when a customer makes a payment?
Thank you!!!
That'd be great! Can this information also be included in the emails I get when a customer makes a payment?
Thank you!!!
No, sorry, I am unable to update the email alerts at this time, but we can put it on your leads page.
No, sorry, I am unable to update the email alerts at this time, but we can put it on your leads page.
That will work. Thank you!
That will work. Thank you!
No problem, these columns have been added. Please let us know if you needed anything else!
No problem, these columns have been added. Please let us know if you needed anything else!
Can this information also be included in the emails I get when a customer makes a payment?
Can this information also be included in the emails I get when a customer makes a payment?
Go to the email center and add what variables you would like to email template. To find all the different variables for payments go to Settings-->Template Variables
Go to the email center and add what variables you would like to email template. To find all the different variables for payments go to Settings-->Template Variables
Which template is sent to me when the client pays. I can't seem to find it. This is for me to see and not the client.
Which template is sent to me when the client pays. I can't seem to find it. This is for me to see and not the client.
You want to change the alert to you? These templates are not available to be changed...only the emails for customers
You want to change the alert to you? These templates are not available to be changed...only the emails for customers
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