Hello, most of my clients have a payment plan and i will like to sent an automatic invoice with the payments they have made and their outstanding balance and upcoming payments. Ive been looking for options with integrations or with a campaign but i havent been able to find a solution. Does anyone have any advise on how to accomplish this?
Thanks, I have that set up already but what i want is for it to sent a full invoice not just the receipt of one payment in the payment plan.
I’m not aware of any way to do this.
Let’s see what others say.