Hi Robert,

We're not getting the option to Email/Snailmail after taking payment. It still asks if you'd like to close the ticket, and then continues to the Customer Detail page. Are we missing something?

Any way you can set it to Continue back to the invoice (if paying just one invoice) or Continue back to the Customer Detail page (if paying multiple invoices)?

Thanks

Suggestion I just received from our newest hire:

"...and in RS, after processing a payment for a customer as part of the checkout procedure, it would be cool if the signature screen automatically popped up as a reminder (much in the way the notice appears telling you that the ticket is still open)."

Please please please please!

YES!

This is also something similar to what we would like to change. We frequently take payment, and then need to remember to have the customer "sign" the invoice. Since it's common practice that a customer signs AFTER payment, and not before; techs are always forgetting to get the invoices signed.

Our problem is, the techs realize this AFTER they see the screen that prompts to close the ticket. Then they View the ticket in a new tab, dig through to find the invoice, click on the linked invoice, and have them sign. Then after all that, they FORGET to close the ticket, because they were so worried about the signature. This causes tons of tickets to forget to be closed, because closing a ticket brings you back to the Customer profile screen, rather than the invoice you just paid.

Our workflow would be like this:
Open invoice (to review charges) > Apply payment > Option to Email/Snail (great idea Nigel) > Close Ticket > RETURN to the invoice to have the customer sign

Otherwise, it would be helpful to have the option to REQUIRE a signature on invoices before taking payment. Then, worst case the tech can sign the word "Phone" or "Remote" if necessary. We would definitely enable the option to require a signature on invoices when the customer is present. Then the workflow would be like this:

Open invoice > Require signature > Apply payment > Option to Email/Snail > Close Ticket

I agree on this... I would like to see the ability to kick off a print on the Letter size paper when payment is recived. Right not the only think you can have it printed on once paid is a recipt printer. We always give a customer a copy that has the paid stamp on it. So we also have to dig for the invoice once we close the ticket. So a better work flow would be great.

We run into this exact problem, and techs seem to forget to either email the invoice, or close the ticket.

They could just add an 'email invoice' button on the close ticket page that will email the invoice, but won't change the webpage that is loaded. Then you can click close ticket(which will change the page that is loaded), and be done.