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May 13, 2021
Question

When I send a payment receipt to a customer, the receipt does not show the invoice number. How can add this line item?

  • May 13, 2021
  • 1 reply
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1 reply

May 13, 2021

Hi there SGould.

 

Making sure your customer receives a receipt of their payment is an important part of managing your sales. QuickBooks Online is a great tool that helps keep track of money owed to you from customers as well as which transactions are paid. I can provide some information about sending payment receipts.

 

 

When it comes to the payment receipt itself, the invoice number that this transaction is associated with is not something that can be displayed. One solution I can recommend would be once you click the Save and Send button, you could include the invoice number within the body of the email. You could also choose to send the invoice instead of the payment receipt, as this would show the original invoice with a zero balance as well as it marked as paid. 

 

I can see that having the invoice number that the payment is applied to would be a feature that would be a great help with running your business. I recommend you leave feedback by clicking on the Gear icon, then Feedback. Comments made in this section are taken into consideration when our developers design new features for future updates.

 

If you have any other questions, feel free to reach out here.