How do I send a receipt for a customer invoice payment?
In order to send a receipt to a customer:
(1) the invoice needs to have been paid in full
(2) you will need to first reconcile the payment received
(or record 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 you wish to send a receipt for. You will find recently paid invoices within the 'recent payments' option within the invoicing module.
How do I send the receipt?
Within the recent payments screen, find the invoice, then click the 'email' button to the right of the invoice.
Top Tip: if the invoice wasn't paid within the last month, select the 'since custom date' radial at the top of the screen to view older invoice payments.
Note: if the email button is greyed out, it means that either the customer doesn't have an email address OR the invoice has only been part paid (so it is not possible to send a receipt).
How to download or print the receipt instead
Within the recent payments screen, select the invoice.
Then, at the bottom of the invoice, click the 'download' button.
Note: If this button has the text 'download invoice' (rather than 'download receipt'), it means the invoice is not yet fully paid, and a receipt cannot yet be downloaded.