Update: Email Notifications for Manually Paid Subscription Invoices
Update: Email Notifications for Manually Paid Subscription Invoices
Summary
A new setting has been introduced for subscription-related invoices that are paid manually by either the dealer or the customer.
What’s New
When this setting is enabled:
- Customers will automatically receive an email notification as soon as a subscription invoice is marked as paid.
Benefits
This enhancement allows users to:
- Ensure customers are immediately notified of successful payments
- Improve transparency and communication around billing
- Reduce confusion regarding payment status for manually processed invoices
Related Articles
Update: Product Long Description on Invoices
Update: Product Long Description on Invoices Summary Invoices now support displaying a product’s long description directly beneath the product name. What’s New You can attach a long description to products on invoices The description will appear ...
“Balance Due” Now Displayed on Consolidated Invoices
WorkHorse now shows the Balance Due on consolidated invoices, giving you clear visibility into outstanding payments. What’s New A Balance Due field has been added to consolidated invoices. This value reflects the amount that still needs to be paid ...
Vendor Management Update in WorkHorse
WorkHorse now provides enhanced vendor management features, making it easier to handle billing and relationships across sites, contacts, and companies. What’s New Assign Vendors to Billing You can now assign a Vendor as billing information on ...
Sticky Headers on the Subscription Page
Sticky Headers on the Subscription Page WorkHorse has updated the Subscription Page with sticky headers to improve navigation and visibility of important information. What Sticky Headers Do The headers for each section on the subscription page now ...
Update: Event Assignment for CSRs
Update: Event Assignment for CSRs Summary Customer Service Representatives (CSRs) can now assign events to themselves or other users associated with a specific dealer. What’s New CSRs (user role) can assign events to: Themselves Any user connected to ...