How to Send a Receipt for a Payment

Here's how to send your client a receipt for a payment:

1. Scroll down to the Payments section in any document that has a payment applied and click the three dots to the right of the payment record you want to send a receipt for. Select Send Receipt from the menu.

2. A pop-up window will appear confirming the client's email address that the receipt will be sent. Click Send and you're all set!

3. Your client will receive an email similar to the example below, with details of their payment.

Alternatively, you can re-send the invoice or estimate/proposal to your client at any time and they will be able to see the same payment details as you in the Payments section of the document. They also have the option to click Email Receipt to send themselves a receipt for the payment.

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