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dalegkelly-outlo
Level 1

Hi. How do I send a customer a receipt of paymet in the new app?

 
1 Comment 1
ClaireSamanthaS
QuickBooks Team

Hi. How do I send a customer a receipt of paymet in the new app?

We appreciate you reaching out, Dale.

 

You can send you customer their receipt of payment through email in the QuickBooks app. There are two options on how you can email it by using the sales invoice page and utilizing the invoice payment feature.

 

From the Sales invoice page:
 

  1. Go to the Menu section and select Sales & Get Paid.
  2. Click on Invoices and locate the paid invoice you want to send.
  3. On the invoice, click on  the three dots in the upper right corner of the screen.
  4. Choose Email, and the receipt will be sent directly to your customer.

This method ensues the receipt is sent quickly and accurately to your customer individually.

 

Using the Invoice payment feature:

 

  1. Open the Menu and choose Sales & Get Paid.
  2. Select Invoice payments and find the paid invoice.
  3. Click the three dots at the top right above of the screen and select Email to send the payment receipt.


     

QuickBooks ensures your customer receives a professional email confirmation of their payment, allowing you to keep things organized.
 

If you have additional questions or concern, just leave a comment below. We're here to help.