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d-j-webbelectric
December 16, 2019
Solved

Can you send a payment receipt?

  • December 16, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by ReymondO

Yes, you can, @d-j-webbelectric.

 

There are two ways on how you can send a payment receipt in QBO. Here's one:

 

  1. Click the +New icon and select Receive payment.
  2. Choose the customer in the Customer drop-arrow.
  3. Tick the boxes for the invoice you want to tag as received payment.
  4. Select Save and send.
  5. Provide the email address and click Save and close.

 

On the other hand, you can also receive the payment after creating an invoice. Just click Receive payment, then Save and send. After that, make sure to provide the right email address and click Save and close.

You'll to categorize your transactions by recording the invoice payments in QuickBooks Online. Once a customer pays an invoice, the system processes the payment and categorizes it into the right account.

 

If would only take a few clicks to reach out to us in the Community. Please don't hesitate to comment down below if you need any further assistance.

1 reply

R
ReymondOAnswer
December 16, 2019

Yes, you can, @d-j-webbelectric.

 

There are two ways on how you can send a payment receipt in QBO. Here's one:

 

  1. Click the +New icon and select Receive payment.
  2. Choose the customer in the Customer drop-arrow.
  3. Tick the boxes for the invoice you want to tag as received payment.
  4. Select Save and send.
  5. Provide the email address and click Save and close.

 

On the other hand, you can also receive the payment after creating an invoice. Just click Receive payment, then Save and send. After that, make sure to provide the right email address and click Save and close.

You'll to categorize your transactions by recording the invoice payments in QuickBooks Online. Once a customer pays an invoice, the system processes the payment and categorizes it into the right account.

 

If would only take a few clicks to reach out to us in the Community. Please don't hesitate to comment down below if you need any further assistance.

M
md-holmpc-co-uk
July 23, 2024

I am using the second method described here, clicking receive payment in the invoice. When I click save and send it brings up the form and the email, but these do not use the settings from my default sales receipt template.

The form to be sent appears to not relate to any of the templates (the header seems to match the Standard template but the second section doesn't relate to of the templates), and the email is not related to any of the emails set in my templates.

 

Where can I edit the email and form that are used when you click Receive Payment on an invoice and save and send from there?

J
JoanaC
July 24, 2024

I'm happy to share more information about the Receive Payment template, Md.

 

The email message displayed when you send the payment receipt is the default one. Currently, there is no  form template specific for payment payment receipt. In the meantime, we can manually customize the email message to your liking. Follow these steps to learn how:

 

  1. Go to the Invoices, and then click Receive Payment.
  2. Select Save and Send.
  3. Under Body, edit the message to your liking.
  4. Hit Send and close.

 

In addition, let me share this article if you want to learn how to record a refund to your customer: Record a customer refund in QuickBooks Online.

 

Let me know if you still have questions about receiving payments from your customer. Have a lovely day, and take care.

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