"Bulk sending" of Invoice and Account Summary on "bulk charging" of credit cards
If you are a client that likes to take payments from your clients using their stored credit cards, then you may well be aware that with Pet Sitter Plus you are able to take many payments from many clients in one action using Stripe and the Unpaid Invoices report. In this report you are able to select multiple client records and take payments from their credit cards in a single action. The client then receives a receipt which is automatically generated from your Stripe account. However this receipt does not show the itemised services for which they have just been charged.
When bulk charging credit cards, to date, there has not been an option to bulk send a copy of a receipted itemised invoice that show the clients what services they have just been charged for so in this release we have introduced that facility.
Now - on clicking "take payments with Stripe" in the Unpaid Invoices report, you are offered an option to choose an email template which will be sent to all clients whose card was successfully charged. This email will also have the latest account summary and invoice attached so that the client is aware of the services for which they have just been charged.
Click on the presentation for more information.