How do I send a receipt for a customer invoice payment?
This article explains when and how to send a receipt to a customer for an invoice payment.
In this article:
When do I send a 'paid' receipt to a customer?
In order to send a receipt to a customer:
(1) the invoice should have been paid in full (if it's only been part paid, you may want to send a reminder invoice rather than a 'paid' receipt)
(2) you will first need to have reconciled the payment received
(or recorded it as petty cash income where the money received was added to a petty cash account).
How do I find the customer invoice?
Go to the invoice for which you wish to send a receipt. To find the invoice, go to the Invoicing module and click 'View Invoice payments'.
How do I send the receipt?
Within the Invoice Payments screen, find the invoice, then click the 'email' button to the right of the invoice.
Top Tip: If the invoice isn't showing on the screen, change the 'start date' or 'end date' at the top of the screen.
Note: If the email button is greyed out, it likely means that there's no email address associated with the customer. Hover the mouse over the greyed out email button to see why it can't be emailed.
How do I download or print the receipt instead?
Within the Invoice Payments screen, select the invoice.
Then, scroll down to the bottom of the invoice, and click the 'Download Receipt' button.
Note: You can also download the original invoice using the 'Download Invoice' button.