Hello,
How can I send an invoice for the transaction that has already been processed a few months ago?
For example, a user has been billed in April and would like to receive an invoice for that now. Is there a way to do so?
Thank you
Sending an invoice for the past transaction
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#1 Posted by Meghan Turner Support staff on 05 Jul, 2017 03:00 PM
Hi Sasha,
In order to use Cheddar's customer communication feature to send invoices via email, you'll need to enable the 'payment receipt' email template here. Once that template is enabled, an email with an invoice will be sent to your customers after a payment is completed successfully and you'll also have the option to re-send the payment receipt email for older invoices. You can re-send a payment receipt email either manually by clicking the 'Send Email Receipt' button located at the bottom of each customer invoice page in the user interface or via the API.
Hope the helps, but let me know if you have any other questions!
Meghan
Marcela Poffald closed this discussion on 11 Apr, 2018 04:06 PM.