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U
userlittlerascals-ki
January 30, 2021
Question

If an invoice has been paid, how do I send a receipt to the customer to show that it was paid?

  • January 30, 2021
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

AlcaeusF
AlcaeusF
January 30, 2021

Hello @userlittlerascals-ki,

 

Welcome to the Community. Let me help you with your invoice concern in QuickBooks.

 

Currently, the option to send a receipt is unavailable in the Self-Employed version. However, you can send a copy of the invoice via PDF showing the payment.

 

Here's how:

 

  1. On the left navigation bar, click Invoices.
  2. Search for the invoice.
  3. Select the View option under the Action column. 
  4. Press Email at the bottom. 
  5. Enter the necessary information, then hit Send. 

For additional reference, you can use the following article to personalize invoices: Create invoices in QuickBooks Self-Employed.

 

Fill me in if you have additional questions about your invoices in QuickBooks. I'm always here to help. Take care always.

U
userlittlerascals-kiAuthor
February 3, 2021

Thanks for replying. I followed the steps you gave and my page does not show "Paid in Full". See image

    S
    ShiellaGraceA
    February 3, 2021

    Thanks for letting us know about this, @userlittlerascals-ki.

     

    I'll make sure this gets sorted out. While sending and invoice will show the invoice is paid, you'll want to access your account via an incognito window. This is to check if this is a browser-related or not. 

     

    Here's how:

     

    • Press Ctrl + Shift + N (Google Chrome).
    • Press Ctrl + Shift + P (Mozilla Firefox).
    • Press Command + Shift + N (Safari).

     

    Once you're in your account, go back and try sending a paid invoice again. If you're able to view the Paid stamp, you'll want to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and faster browsing experience.

     

    However, if you're getting the result I re commend contacting our Customer Care Support. This way, you we can investigate further.

     

    Here's how to reach out:

     

    1. In your account, go to Assistant at the top right.
    2. Scroll down and enter your question in the field. QB Assistant will provide link to some answers.
    3. Type "I still need a human".
    4. Choose either Message an agent or Get a callback.

     

    If you need help with other tasks in QBSE, you can browse for specific topics here and look for responses that fit your concern.

     

    Keep me posted if you still have questions or concerns with invoices. I'll be around for you. Take care and have a good one.

     

     

     

    S
    Shelby W
    January 31, 2023

    As of today (1/31/23) this is how you get a receipt to a customer in QBO: 

    1. Open Sales/Customer and click on the customer you need to send a receipt to.

    2. Open the payment you want to send a receipt for.

    3. Click Save and send in the drop down list on the bottom right.

    4. A receipt will pop up and you can send the receipt with all the invoices that it was applied to.

     

    Good luck,

    S.

      J
      jstlit
      June 5, 2023

      In Quickbooks Online, I don't have the option to send the receipt from Quickbooks.  However, I can save a copy as a PDF and send it through my email.

      The other way to access the receipt is to pull up the invoice in View/Edit mode.  At the top right, click on blue text "1 payment made".

      K
      Kathryn-consultant
      December 19, 2023

      Hi There

       

      I would just like to submit feedback or a request. I am using QuickBooks for Self-Employed and my clients want a receipt. I followed the steps outlined in this tutorial and there was no "Email" option, only "Send" and it just sent the invoice with the word "paid" added to the top.  It is not what they are looking for and I feel like it should be simple to make it a feature to be able to create receipts.  Thank you. 🙂

      C
      CJMun
      February 9, 2024

      I may be late to this party, but I was able to print a transaction receipt by doing the following in QuickBooks Online:

       

      1. After submitting payment, go back to the customer screen showing all invoices and find the invoice just paid.

      2. Click on that invoice (not the blue links to the right) and a menu opens from the right side of the screen with invoice info (Open, Sent, etc.), and it should also show Paid and show a blue link to "View Payment #xxxx".

      3. Clicking that link opens the Receive Payment page, with the paid invoice listed and checked, and just above will be a blue link "transaction processed".

      4. Click that link to view the payment submission info, and select print to get a receipt. The formatting is awful, but it at least gives info to send the customer like processing date, transaction ID, etc.

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