Feature Suggestion: Automatic Receipt Generation for Deposit Payments

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Feature Description: When a customer has paid the deposit, BloomQuote will automatically generate a receipt. This receipt will contain the amount paid by the customer, the outstanding balance, and the due date for the final payment. Additionally, it will include information about the final consultation date. The receipt should be emailed to the customer and be accessible within the BloomQuote platform for both the florist and the customer.

Objective: To enhance customer communication and streamline the payment tracking process by providing automated, detailed receipts upon deposit payment.

User Story: As a florist, I want BloomQuote to automatically generate and send a detailed receipt to my customer once a deposit is paid. This receipt should inform the customer of the amount paid, the outstanding balance, the due date for the final payment, and the scheduled date for the final consultation. This will help ensure transparency and clarity in the payment process.

Benefits:

• Improved Customer Communication: Ensures customers are promptly informed about their payments and remaining balance.
• Enhanced Professionalism: Provides a polished, professional touch to customer interactions by automatically sending detailed receipts.
• Efficient Payment Tracking: Simplifies the process of tracking payments and outstanding balances for both the florist and the customer.
• Time-saving: Reduces the manual effort involved in creating and sending payment receipts and reminders.

Detailed Requirements:

1. Automatic Receipt Generation:

   • Triggered immediately after a deposit payment is recorded in BloomQuote.
   • Receipt includes:
     • Amount paid.
     • Outstanding balance.
     • Due date for final payment.
     • Date and time of the final consultation.

2. Email Notification:

   • Automatically email the receipt to the customer.
   • Ensure the email is customizable to include florist branding.

3. In-app Receipt Access:

   • Receipts should be viewable and downloadable within the BloomQuote platform by both the florist and the customer.

4. Customization Options:

   • Allow florists to customize the template of the receipt to include their logo and contact information.

5. Reminder Integration:

   • Integrate with the automated reminders feature to notify the customer about the upcoming final payment and consultation date.

Acceptance Criteria:

1. Automatic Receipt Generation:

   • Given a customer has paid a deposit, when the payment is recorded in BloomQuote, then a receipt is generated automatically.

2. Email Notification:

   • Given a receipt is generated, when the email is sent, then the customer receives the receipt via email.

3. In-app Receipt Access:

   • Given a receipt is generated, when the user views the customer’s event details, then the receipt is accessible within BloomQuote.

4. Customization Options:

   • Given a florist wants to customize the receipt, when they access the settings, then they can upload their logo and contact information to the receipt template.

5. Reminder Integration:

   • Given the receipt includes the final payment due date and consultation date, when the dates approach, then automated reminders are sent to the customer.

Dependencies:

• Integration with the existing payment recording system.
• Email notification system.
• Customizable template functionality.
• Automated reminders system.

Risks:

• Ensuring accurate and timely generation of receipts.
• Managing email deliverability and ensuring receipts are not marked as spam.

Priority: Low

By implementing this feature, BloomQuote will significantly enhance its functionality, providing florists with a robust tool to manage their financial interactions with customers, ensuring clarity and professionalism at every step.

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can add and delete payment but the "due date" on receipt is reverting to all zeros.