Paying Customer without sending invoice

Ran Cohen's Avatar

Ran Cohen

06 Oct, 2017 05:52 AM

Hi,

We have a customer who pays us directly each month ( not via Credit Card but via direct money transfer)
We would like to include him in our regular paying plans however not issue an invoice until making sure the money has arrived.

Can we somehow set this? include a customer in a paying plan without sending an invoice on the bill date?

Ran

  1. Support Staff 1 Posted by Meghan Turner on 09 Oct, 2017 03:59 PM

    Meghan Turner's Avatar

    Hi Ran,

    Is the customer's payment method set to external? If the payment method is external, Cheddar doesn't send the payment receipt email even if you have that email template enabled and the customer is on a paying plan. Although you'll be able to see a preview of the payment receipt email for customers on an external method in the customer communication portion of your dashboard, the email isn't automatically sent to the customer.

    Let me know if I can answer any other questions, Ran!

    Meghan

  2. Marcela Poffald closed this discussion on 11 Apr, 2018 04:07 PM.

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