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Automated invoice email #3955
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Adding a ➕ here - we should send receipts when we charge people money. |
This was requested by another client 🔒 in Germany |
Got another request for this here from this customer 🔒 |
Updating this issue to be a design issue, as it'll need designs we can execute on before we can implement. AC
EE
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Do this older design work? https://www.figma.com/file/UI703B8Hd7d7EleOyqXMxk/Invoice-Mailing-List?node-id=9%3A544 |
Oh yeah, those are totally rad. I'm glad I asked! |
Updated AC and EE |
Stale issue |
A user 🔒 writes:
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Removing stale. I know @gcrickman, @drewhousman1010, and the rest of the Sales crew gets asked this nearly once a week. Adding |
A user 🔒 says:
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Here was an earlier design to address this. I propose we 1) iterate on that or 2) scrap it for A Better Idea™ and then write an implementation issue based on the design output. |
AC and EE updated |
I showed the admin prototype to this user. At the 51:39 timestamp, with the general question of how Parabol is working, they brought this up again. It would save them a lot of time having to go hunt invoices and submit them if they could just enter an email that would automatically receive them. |
These are requirements for this account 🔒 Following things are required on a valid invoice, multiple of those are missing on the billing page: Name and address of your company (service provider) |
This Pro account 🔒 also requires automated invoicing and has requested that we manually email them an invoice each month. |
Got a request from this user 🔒
If they were getting the invoices sent automatically it would probably make their life a lot simpler. |
A user 🔒 writes:
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Now doing a monthly manual invoice for this customer. |
I want to take on this design work in Sprint 101 on Squad 2. We’ll see! |
We done a little exploration about generating PDFs for meeting summaries. We might be able to continue that here in the interest of generating invoice PDFs that we can attach to emails or download from the in-app billing view. |
A customer 🔒 writes:
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This issue was moved to a discussion.
You can continue the conversation there. Go to discussion →
Issue - Enhancement
A Pro account 🔒 has requested that monthly invoices are automatically emailed to them after they are paid to satisfy accounting requirements.
Acceptance criteria
Users can:
Design:
Estimated effort
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