Sometimes in life we all need a little extra reassurance that everything is in order – especially when it comes to handing over hard-earned money. It’s why businesses issue receipts to act as proof of payment when a customer pays for items or services. That way everyone has a record of what money changed hands, and when.
The ability to issue customer payment receipts from Pandle is a feature we have been asked about a lot. Well, if there’s something we like doing, it’s providing tools to make bookkeeping easier for businesses. So, our development team got to work and now we’re excited to confirm that our new Customer Payment Receipts feature is ready for lift off!
Send a payment receipt to your customer from Pandle
Nobody likes duplicating work they’ve already done. Once you enter or confirm a customer’s transaction payment into Pandle you can use this information to create a new Customer Payment Receipt, and then send it to them directly.
Just head to the Customers screen and click the ‘More Actions’ button next to your customer.
Then click ‘Email Receipt’ in the dropdown menu.
Choose the payment that you would like to send a receipt for, and click the ‘Send Payment Receipt’ button next to it.
On the next screen you’ll be able to review who receives the receipt, as well as edit the default subject and message text. Just click ‘Send To Customer’ when you’re ready, and the receipt will make its way to the customer email address you have saved in Pandle (or you can overwrite it before sending).
What happens if a customer overpays?
Sadly, there’s no such thing as ‘free money’ so when a customer pays more than they need to our overpayments tool helps you show this in your bookkeeping.
To make things clear to your customer, any overpayments will also be shown on the customer receipt when you send it to them. This happens automatically, so you won’t need to worry about any calculations or edits before hitting the send button.
The receipt will show the total amount your customer paid, the value of the invoice that you offset it against, and the amount of any overpayments.
Everyone knows exactly where they’re up to, without you needing to spend more time creating your own customer payment receipts. Phew!
Learn more about Pandle’s time-saving bookkeeping tools, and create your own account.
A few ideas that would make this new feature better!
It would be useful to send more than one receipt i.e If the customer has paid multiple times or multiple invoices? checking off and sending the same customer a receipt ‘for all payments’ in one go would be handy!
When the receipt has been sent, some indication that you’ve issued the receipt i.e a Red Envelope, so you can see which items have been responded to.
If a customer pays in full, they can be lost in the customer list, a checklist in banking e.g customer receipt > Would enable a quick lookup of those recent payments, so you could go into the customer tab look up and issue the recent payments that require receipts!
Better still? If you could automatically send the receipt when recording the payment, i.e by ticking a box ‘send receipt’ now/later.
Receipts (PDF) showing the outstanding balance on account/invoice or option when sending the receipt email to add ‘shortcodes’ in the text panel (like on the payment reminder and invoice emails.)
Hopefully, these suggestions are helpful, I’m grateful for the update, it certainly reduces the time of issuing a ‘statement’ and manually emailing the customer to acknowledge their payment.
Thanks again.
Easy Steel Buildings
Hi Jonathan
Thanks very much for your feedback, this is really useful for us! I’ve logged everything in with the development team but in the meantime, just let us know if there’s anything at all we can do to help 🙂
Best wishes
Elizabeth