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bbchildcare
January 12, 2020
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If I match an invoice payment to an invoice through 'Banking' how do I then send the customer a receipt for their payment?

  • January 12, 2020
  • 1 reply
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Original commenter did not share additional details
Best answer by KlentB

I can definitely help you in sending the receipt of their payment, bbchildcare.

 

We can do it through the Receive payment tab. Let's go back to the payment to send the receipt to your customer.

 

Here's how:

  1. Click the Magnifying glass icon.
  2. Search the payment.
  3. Select Save and send from the drop-down arrow (at the bottom right of the page).

That should do it. The receipt will be sent to your customer via email.

 

I've added articles that will help you manage and personalize your invoices in QuickBooks Online:

Reach out to me again by tagging my name in the comment section if you need additional assistance in managing your customer payments. It's always my pleasure to help.

1 reply

KlentB
KlentBAnswer
January 12, 2020

I can definitely help you in sending the receipt of their payment, bbchildcare.

 

We can do it through the Receive payment tab. Let's go back to the payment to send the receipt to your customer.

 

Here's how:

  1. Click the Magnifying glass icon.
  2. Search the payment.
  3. Select Save and send from the drop-down arrow (at the bottom right of the page).

That should do it. The receipt will be sent to your customer via email.

 

I've added articles that will help you manage and personalize your invoices in QuickBooks Online:

Reach out to me again by tagging my name in the comment section if you need additional assistance in managing your customer payments. It's always my pleasure to help.

B
bbchildcareAuthor
January 12, 2020

Hi KlentB

 

Thank you for the instructions.  I now have the problem when I do this that the email addresses are not being populated through to the receipt.  They do come through to invoices but in the receipt it populates the amounts and customer name but no the email field.  Can you help?  Also how do I load a signature onto the system to show up on the receipt?  Many thanks, Sarah.

K
KhimG
January 12, 2020

Thanks for getting back to us, @bbchildcare.


You won’t need to add the customer’s email address if you’re sending the payment right after applying it to an invoice. The system only asks it when using the steps provided above. 


Here's how:

  1. Go to the + New button and click Receive payment.
  2. Pick a customer from the drop-down.
  3. Mark the invoice you wish to pay.
  4. Hit Save and send.
  5. In the Send email window, tap Send and close.

Please see screenshots for visual reference:

 

 

If you forgot to deliver the receipt after receiving the payment, make sure to copy the email address of the client. Once done, follow the instructions shared by my colleague.


Having the program to auto-populate this certain detail and add a signature to the receipt is indeed a great idea. However, these are currently unavailable. 


Let me take note of the idea and pass it along to the appropriate department and team members for consideration in future product enhancements. 

 

In the meantime, I recommend visiting our QuickBooks Online Blog to get recent news, information about the latest features, and updates.

 

Stay in touch with me if you need anything else. I'm always here to help. Have a great day!
 

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