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
Select > record payment
Enter in the amount, currency and date of payment.
Once you have entered in the payment amount and date > Select 'Record Payment.'
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 t turn of the email going to certain recipients by selecting the on/off option next to the recipient email address
Once you are happy with the payment receipt you can simply select > Send Receipt
Invoice is Marked As Paid
You can also mark the invoice as paid via the invoices tab > select the 3 dots next to the invoice menu icon
Select > record full payment . This option will auto record the full payment onto the invoice.
If you have already recorded a payment on the invoice you can easily send the payment receipt by selecting the invoice from either of the following workflows:
- Via the Clients tab > invoices tab > select the paid invoice >
2. Via the invoices tab > select the paid invoice
3. Viia the projects tab > select the project > invoices tab > select the paid invoice
Once you have selected the invoice > Select the payments tab > 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
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌