Custom Message to clients in their email receipt after invoice payment

Hi! You might be able to do this in Honeybook Lead forms, as a "digital product" . 

Are the photos you're selling different for every client? Or are they stock photos that are the same across the board?

Every client is going to get different photos.

What I need is every single invoice paid to send an email that is different for each invoice - because I have to add the link to their files.

So it’s kind of like a “thank you” response that just happens every time an invoice is paid, but each one will have a unique message.

The whole point here is that photographers need a paywall.  I can’t use Honeybook for invoicing if it doesn’t have some way of delivering a unique link to each client upon payment.  I hope that makes sense.  It’s a paywall.  They pay, and then get link to the files they just paid for.

Hi @Jason Langheine,

I see what you’re trying to do here - how would you do that with a service like WeTransfer? How do they know which unique link to send to which client?

This context would be super helpful as I’m brainstorming solutions for how to do this. If there was a unique URL smart field, you would still need to input that link manually anyway - so it’s not that much different than copy-pasting it into an automated thank you email that asks for your approval before sending.

Have you explored the Pic-Time integration? Could that help solve this issue?

Sorry to be mansplaining if you already know how WeTransfer works, but I’ll just talk through it lol…

On WeTransfer, you fill in who you’re sending the files to, your email address, and a note in case you want to say something about the files you’re sending. Then you drag and drop the files onto the page and it generates a link to download that set of files.  They receive an email with the link to download the files (or you send them that link).
 

With Paid Transfers, they have to enter credit card info first before the files can be downloaded.  That backend is through Stripe.  

So to answer your question, Masha, every single upload has a unique link.  That’s just how the service has always worked.  It holds your file upload and has a unique link that corresponds to it.  WeTransfer is not an invoice service, it’s a file transferring service.  It’s not a CRM or anything like that.  It’s sole purpose is to help creatives send files to each other or clients.  This new paywall feature will save us LOTS of money by precluding the situation where clients get files and then never pay.  It’s a game changer with a huge impact to freelancers. 

Obviously HoneyBook doesn’t work like WeTransfer works because HB is a much larger package of services with invoices and contracts, etc.  For me, what would solve this problem within HB is that if when I create an invoice, there was an option somewhere to add a custom note to the client that they ONLY receive after they’ve paid.  So, currently the client already receives an email receipt of payment.   I need a way to add custom text to the receipt they receive for the final payment.  Because we wouldn’t want to hand over the files until we are paid in full.

So maybe while filling out the invoice, we are given an option like “Would you like to leave a custom message on the receipt of FINAL PAYMENT?”  Then I would just type in there “Thanks!  Click here to download your files” and the word “download” is a link to OneDrive or Google Drive or wherever I have the files stored.
 

Sorry for the long message!  I hope that all makes sense.  TLDR: I need a way to add custom text to the email receipt that clients receive after they pay an invoice in full.

Masha, 
I just realized I didn’t answer your other questions.  Pic-Time looks like a retail gallery service for wedding photographers.  I am commercial, so my projects are usually only delivering like 15 images or less.  I don’t have a need for 90% of what PicTime is doing.  

Sure, an automated thank-you-email is fine too.  As long as it automatically sends immediately upon final payment.  

Right now, I am sending the HB invoice to clients and then having to pay attention to my email inbox so that I can manually send an email with the download link as soon as possible after I see that they paid.  Because on the client’s end, they are expecting to make payment and then immediately receive their files - except there’s no way to do that automatically within the HB payment process.  

​@Masha Z flagging for visibility