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May 27, 2021
Question

How can you auto send a receipt & cc. Us for payment of an invoice

  • May 27, 2021
  • 1 reply
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1 reply

May 27, 2021

Hello there, @haydens-contract.

 

Having an auto-send receipts function is a great way to keep your customers updated on their transactions.

 

Instead of sending the receipt automatically, QuickBooks Online is here to help do it in another way. We can open the payment of an invoice and send it manually to your customers. The process can be done by following the steps below:

 

  1. Go to Sales on the left panel.
  2. In the All Sales tab, click the Filter drop-down arrow.
  3. Select Money received.
  4. Make sure the date is properly set up.
  5. Then, Apply.

Once done, tick the invoice that's linked with the payment. Enter their email address and simply click Save and Send to send it to your customer successfully.

 

Once they received it, your customer will be able to see the following details. If you want to customise your sales forms, read and learn about personalising forms.

 

Also, you may want to create recurring transactions to track other transactions easily: Schedule recurring transactions created with a template.

 

The Community is always here if you need anything else. Keep safe always.