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T
Tsubak
September 4, 2020
Question

Automated email of paid invoices

  • September 4, 2020
  • 1 reply
  • 0 views

Hi

 

Many customers ask for the receipt of their payments so we have to manually download the invoice marked as paid and email it to them

 

As the customer gets the email every time you ament the invoice can we set up the email for his payment too

 

Regards

 

Konstantin

1 reply

A
Ashleigh1
September 4, 2020

Hello Tsubak, 

 

Welcome to the Community page, 

 

You can set up a recurring invoice that gets sent out to the customer but you can't automate the receipt of payment that has to be done manually when you receive payment on the invoice.

 

There are no settings for this in the product to have the payment receipt automated as well.   

 

UPDATE 2023- For automated workflows you may wish to look at QuickBooks Advanced which is now available in the UK.

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