Send A Payment Receipt To Your Client

To be able to send a payment receipt you will need to ensure that you have recorded a payment against your invoice.

Record a payment on the invoice via the Invoice > Record Payment tab > record payment

Enter in the amount, currency and date of payment.

Once you have entered in the payment amount and date > Select 'Record Payment.'Β 

You can also record the payment on the invoice via the invoices tab > select the record payment option to the right of the invoice

Once you select record payment you will notice a pop up window appear confirming the recorded payment and an option to send a payment receipt.

At this point you can select to send a payment receipt simply select > Send Receipt

A new window will appear with options to edit the default payment receipt email message as well as add or turn off email addresses for your recipients.

You can also select to add recipients to send the payment receipt to by selecting the grey plus + symbol and adding in additional email addresses

You can also select to turn of the email going to certain recipients by selecting the X/+ symbol option next to the recipient email address.Β 

  • The + means that you are adding the contact to the payment receipt so they will get the email.Β 

  • The X symbol will remove the contact from the payment receipt so they will not get the email.Β 

Once you are happy with the payment receipt you can simply select > Send Receipt

Invoice has already been marked as paid

If you have already recorded a payment on the invoice you can easily send the payment receipt by selecting the invoice > payments tab within the invoice > select the 3 little dots/icon to the right of the payment > select the option > send payment receipt

Once sent your client will receive a email with the payment receipt example


πŸ’Œ Β Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. πŸ’Œ


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