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Monthly invoice emails

Open acressall opened this issue 1 year ago β€’ 8 comments

acressall avatar Apr 13 '23 12:04 acressall

See https://github.com/ParabolInc/parabol/issues/6825 for client requirements, manual invoice is also being created monthly for this customer πŸ”’

Invoices have also been requested by this customer πŸ”’ and this user πŸ”’ that mentioned specifically:

I talked to my Accounting dept. and it won’t be possible to settle cost based on such document.

Proper Invoice should clearly indicate:

Issuing company with all the address details etc.

Invoice recipient (incl. name, address, TAX ID etc.)

Is there a possibility to customize the Invoice (manually) or below mentioned example/template is the only document?

gcrickman avatar Apr 13 '23 12:04 gcrickman

This customer πŸ”’ also needs monthly receipts manually emailed to them.

drewhousman1010 avatar Apr 19 '23 14:04 drewhousman1010

This customer πŸ”’ wants to select which email address receives monthly invoices

charlesmathias avatar May 19 '23 11:05 charlesmathias

This customer πŸ”’ wants to select which email address receives monthly invoices

Related to this milestone https://github.com/ParabolInc/parabol/milestone/161

acressall avatar May 19 '23 13:05 acressall

Broke this feedback down into three cards on the Problems, Ideas, and Opportunities Notion:

acressall avatar Jun 22 '23 16:06 acressall

Relevant Slack thread here πŸ”’

nickoferrall avatar Jul 03 '23 18:07 nickoferrall

With this issue now closed https://github.com/ParabolInc/parabol/issues/8480, I suggest we change the AC here to focus on just sending an email notification when a new invoice is available.

avivapinchas avatar Aug 03 '23 19:08 avivapinchas

Stale issue

github-actions[bot] avatar Jan 31 '24 00:01 github-actions[bot]