Client wants both an invoice and a sales receipt (proof of payment). Payment is set up so that I can process ACH for the client. Can I do this?
I have more than 1 client that would like to receive an invoice, pay with an ACH that I process, and then also receive proof of payment. I'm able to send them an invoice via email and process the ACH payment, but they do not get any confirmation email that payment was made. If I attempt to do this with a sales receipt, they don't get an invoice.
I can do this all very manually by making an invoice, sending it and then deleting it... and then making a sales receipting and processing the payment... but that is very manual and requires that I remember to make the sales receipt (and invoice number) exactly the same. Too many ways to make mistakes.
It seems that an email I should be generated when the ACH is processed or that I should be able to select to send them a payment confirmation when I process the ACH on their invoice.