Export PDF Option or Emailed PDF Receipt | Voters

Export PDF Option or Emailed PDF Receipt

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Kevin Nugent

Two customers this week have asked for a PDF version of their invoice for their records. A clear option to download a PDF from the portal or an automated email with a PDF version of the paid invoice sent on payment (or status change to 'paid') is essential for these users.

March 2, 2021

Erin Olson

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PDFs of invoices and receipts are now available in the Flywheel app and in the client portal. PDFs are also attached in the email communication that goes out to you and your clients.

More details here: https://getflywheel.com/wordpress-support/growth-suite-download-invoices-receipts/

Jon

Yeah, I currently go to Stripe and manually send receipts (if I remember to do so :/ Even if Growth Suite could let you fire off that generic Stripe receipt, that'd be cool. A prompt like, "Congrats, you just got paid! Send a receipt?" would be goochie.

Daniel Berggren

yes this is very important. i am currently having to log in to some users who keep complaining (because they expect the invoice to be delivered to them) and won't remember their password etc. big frustration for some clients