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artisticclaire29
Level 1

I am wondering whether it is possible to sent customers who have paid me a receipt via quickbooks?

 
3 Comments 3
Kass_B - Product Champion
Content Creator

I am wondering whether it is possible to sent customers who have paid me a receipt via quickbooks?

Hi artisticclaire29,

 

Yes, you can send a receipt when you create the Receive Payment in QuickBooks Online:

 

  1. Select the + New button, then Receive Payment. If you are doing this from the Sales tab, select the Receive payment option to the right of the invoice in your list of sales forms. 
  2. Choose the customer, invoice(s) and enter the required information.
  3. On the bottom right, select the small dropdown arrow, and Save and Send. This will send the receipt to the customer.

 

You may also be interested in sending customer statements. There are three types of statements that can be generated and sent in QuickBooks Online - Balance Forward, Open Item and Transaction Statements. These display a summary of invoices, payments, credits and their balance. You can find more information here if required.

 

-Kass

 

 

KP4740
Level 1

I am wondering whether it is possible to sent customers who have paid me a receipt via quickbooks?

Why does the Customer Details not appear on the Receipt in the 'Received From' when applying payments to one of their Project invoices. Rather the billing address/details are the Project name?

Intuit Zac
Content Creator

I am wondering whether it is possible to sent customers who have paid me a receipt via quickbooks?

Hi KP4740,

 

Thank you for reaching out. 

 

So that we can better support you with your inquiry, I would suggest getting in touch with our support team. Their contact details can be found in the link below:

 

https://help.quickbooks.intuit.com/en_AU/contact

 

Thank you and please let us know if you require any additional assistance.