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markcharlesstuar
Level 1

How can I send a receipt to customer once invoice is paid ?

 
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Rea_M
Moderator

How can I send a receipt to customer once invoice is paid ?

Sending an invoice payment receipt in QuickBooks Online (QBO) is a breeze, and I'm here to guide you how, @markcharlesstuar.

 

When a customer paid an invoice, record the payment through the Receive Payment tool and then manually send a receipt by selecting the Save and send option. To do this, here's how:

 

  1. Go to the + New button.
  2. Select Receive payment.
  3. From the Customer drop-down, select the name of the customer.
  4. From the Payment method drop-down, select the payment method.
  5. From the Deposit to drop-down, select the account you put the payment into. Tip: You can put the money directly into an account, like your transaction account, or select Undeposited Funds if you need to group the payment with others. 
  6. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment for.
  7. When you're done, select Save and send
  8. Double-check the info in the Send email section, then select Send and close

 

Also, QuickBooks gives you the tools to create attractive and professional-looking invoices and schedule recurring transactions. To learn more about them, I'd recommend checking out these articles:

 

 

Please keep me posted if you have other concerns about managing invoices and payment transactions in QBO. I'm always ready to help. Take care, and I wish you continued success, @markcharlesstuar.