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J
jI 2
June 5, 2022
Question

Why can’t I send customers payment receipts any more on self employed ?

  • June 5, 2022
  • 1 reply
  • 2 views

Why can’t I send customers payment receipts any more on self employed ?

    1 reply

    L
    LollyNino_CQuickBooks Team
    QuickBooks Team
    June 5, 2022

    Hello there, @jI 2. 

     

    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

    P
    Phoenixhousekeeping
    July 5, 2022

    I have been using quick books app for a couple of years and had been able to send clients receipts for their invoice payments but now there is no option for this and I’m very disappointed. I have never used the desktop version and never will. Why has this option disappeared?? It’s one of the reasons I went with quick books but looks like I may have to look for another app!!

      C
      CharleneMaeFQuickBooks Team
      QuickBooks Team
      July 5, 2022

      I understand how important it is to send receipts to your clients, Phoenixhousekeeping.

       

      Let me make it up to you by ensuring you're able to send the payment receipts to your clients in QuickBooks Self-Employed.

       

      The Send Receipt feature still exists in the program by using the Email function. If you use this, the invoice will show as marked as paid.

       

      Here's how:

       

      1. Click the Burger icon and then select Invoices.
      2. Select the invoice.
      3. Email the transaction.

       

      You can also send the receipts by accessing your QuickBooks Self-Emolkiyed account via browser. I'll show you how:

       

      1. Login to your account.
      2. Find the invoice.
      3. Click Mark as paid in the Action column.
      4. Once done, click Send receipt.

       

      In case your customer wants to make a payment right now or already paid, you can enter the transaction manually in QuickBooks Self-Employed.

       

      Keep on posting here if you need anything else. Stay safe!

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