Billing History and Receipts
in progress
Jezz Santos
We are soon to release part 1 of this update.
Screenshot of the email notification of the receipt are below.
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Nikolai Pyke
Jezz Santos: Great! This is really important.
Jezz Santos
We will tackle this improvement in two parts:
Part 1: We will send an email receipt from Hourfleet for every charge made to a customer. Your customer will get this notification by default. They can turn it off in their notification settings.
Part 2: We will keep track of all the charges made to any customer, and show give them a history of those charges in their profile.
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Nikolai Pyke
Jezz Santos: Will the receipt be sent once the booking is billed or when it is completed? Hoping it is when we bill.
Jezz Santos
Nikolai Pyke: Sent once the booking is billed.
Users can opt-out of receiving them at all.
Jezz Santos
in progress
Jezz Santos
under review
Jezz Santos
The setting to receive a receipt when billed, will be controlled by the user. They can turn it ON or OFF at will. We can make it ON by default.
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Justin Keitch
I think this should be set to automatically by default.
I have many clients that need a receipt if they are booking for business trips, and most would like to see a receipt anytime their credit card is charged.
Jezz Santos
Currently the Billing History page is empty, and does not show a history.
Would be good to populate this page with charge details.
Also, would be nice to control whether a user receives a receipt with every charge sent to them, AND it would be good to get a receipt issued to them per charge, triggered from this list.
Would need to sort and group this view into days, months and years with totals.