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Sending a Client Receipt

You can send a receipt to your client for paying an invoice either manually or automatically.

Send a receipt manually

You can see the option to send a receipt on any invoice you have marked as paid. When you open any invoice and record a payment for the first time, the option to send your client a receipt will appear on the screen.

iOS and Android 

  1. Open the invoice you wish to send a receipt for 
  2. From the preview and manage screen, tap Send receipt 
  3. Tap Send to email the receipt to your client
    • Additionally, you can tap Get a preview email to see what the receipt will look like before sending it to your customer. 

Web

  1. Open the invoice you wish to send a receipt for 
  2. Click on Send receipt on the right side of the screen
  3. Click on Send to email the receipt to your client
    • Additionally, you can click on Get a preview email to see what the receipt will look like before sending it to your customer. 

Receipts can be sent once an invoice has been fully paid, which will display all transaction history for that invoice, or multiple receipts can be sent for each individual transaction on the invoice. To send a receipt for an individual payment, 

iOS and Android 

  1. Open the invoice you wish to send a receipt for 
  2. Tap Transaction history
  3. Tap the payment you wish to send a receipt for 
  4. Tap Send a receipt
  5. Tap Send

Web

  1. Open the invoice you wish to send a receipt for 
  2. Click on View transaction history
  3. Click on the caret 'v' symbol next to the payment you wish to send a receipt for 
  4. Click on Send a receipt
  5. Click on Send

Send a receipt automatically

You can also turn on the option to have receipts sent out automatically with each recorded payment using the below steps. 

iOS and Android 

  1. Tap the Profile icon in the top right corner
  2. Tap Client communication
  3. Below the section labeled Post payment options, toggle on Payment receipt
  4. Tap the back arrow in the top left corner to save your changes

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Click on Client communication
  4. Below the section labeled Post payment options, toggle on Payment receipts
  5. Click on Save in the top right corner

Now, when a payment is added to an invoice, a receipt will be sent out automatically to your client. 

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