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SuebG
Level 1
posted
‎June 03, 2022 11:08 PM
last updated ‎June 03, 2022 6:08 AM

Sending a receipt after an invoice is paid

The option to email a receipt following payment of an invoice seems to have disappeared from my quickbooks app? How do I get this back?

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1 Comment 1
jamespaul
Moderator
Moderator
‎June 04, 2022 09:08 AM

Sending a receipt after an invoice is paid

Hello, Sue. 

 

I'd like to help you with the missing email option and make sure you'll be able to send the receipt for the invoice payment. 

 

Are you referring to the QuickBooks Self-Employed mobile app? If this is the case, is the Email button missing when you pull up an invoice? When the app is outdated, it might cause odd behaviors like missing buttons and other user interface links. 

 

We'll want to go to the iOS App Store or Google Play Store and update the app from there. In case you need help with the links, I'll add them here: 

 

 

We can also uninstall and reinstall the app to fix the issue. 

 

If you're referring to the browser platform, there is an option for you to email a receipt that an invoice is paid. Click the arrow icon under the ACTION column, then select Send. This sends the invoice to your customer's email address with the Paid stamp on it. 

 

qbseinvoice1.PNG

 

If you don't see this option, then a cache-related issue is likely preventing you from seeing it. The best way to confirm this is to use an incognito or private browser: 

 

  • Google Chrome: press Ctrl + Shift + N.
  • Mozilla Firefox: press Ctrl + Shift + P.
  • Safari: press Command + Shift + N.

 

Log in to your Self-Employed account in an incognito window, then send the invoices from there. When it works, we'll want to clear the cache to remove the webpage data that's causing the issue.

 

We can follow the steps to clear your cache here: Clear cache and cookies to fix issues when using QuickBooks Online (this article points to QuickBooks Online but this works for Self-Employed as well). 

 

After clearing the cache, close out any browser instances to complete the process. 

 

As an alternative, we can use a supported browser to email your invoice payment receipts. 

 

After sending the payment receive for the invoice, do you need help categorising your transactions for your taxes? This article can help us with the categorisation process: Categorise transactions in QuickBooks Self-Employed. 

 

Please let me know if you have other concerns regarding your Self-Employed transactions. If you happen to have questions on managing your taxes or reports, let me know the details and I'll gladly help you out. 

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