Skip to main content
April 19, 2019
Question

Can I create a receipt to e-mail to a customer showing that he has paid? He needs it for an insurance claim.

  • April 19, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

April 19, 2019

It's nice to have you in the Community, loucross149,

 

I'm here to lend a hand on how to email receipt to your customer.

 

When already received payment, here's what you'll need to do on how to email receipt:

  1. Click Sales in the left navigation menu.
  2. Go to the Customers tab, then click the name of the customer.
  3. Locate and open the paid transaction.
  4. Click the payment link found below the Payment Status, then click the date.
  5. In the Receive Payment section, click Save and send button.
  6. Enter email address in the Send email window.
  7. Click Send and close.

That's it! By the following the steps above, I'm confident that this will get you pointed in the right direction.

 

The Community has your back, so please don't hesitate to reach back out if you need anything. Have a great day!