How do I generate, send, or print a payment receipt?

How do I generate, send, or print a payment receipt?

Once a payment has been recorded, you can generate a payment receipt to confirm the transaction with your client. The receipt can be sent by email or printed, depending on your needs.

Send or print a receipt

Follow the steps below to send or print a receipt from a paid invoice:
  1. Open the client record.
  2. Go to the Invoicing tab.
  3. Find the invoice marked as Paid for which you want to generate a receipt.
  4. From the actions menu, select Send receipt or View to open or print the receipt.

Important information about receipts

  1. Receipts are available only for invoices marked as paid. Before payment is recorded, only the Send invoice option is available.
  2. Each receipt includes the amount paid, the payment date, and the client’s contact information, in accordance with administrative and accounting requirements.
  3. All receipts remain available in the Invoicing section of your records.