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JeffT229
Level 1
posted
‎June 17, 2022 10:51 PM
last updated ‎June 17, 2022 5:51 AM

Sending Payment Receipts

We take credit card payments from our customers and often times we charge their credit card a single amount that applies to multiple invoices.  I'd like to be able to send my customers a receipt showing which invoices and POs were paid in that transaction, but there doesn't seem to be a way to do this efficiently and clearly.  I can send a sales receipt at the time of transaction, but it only shows the amount paid, not even an invoice number.  Is there a method of efficiently sending a notice to a customer as to which invoices were paid and include their PO number in that email?

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1 Comment 1
AbegailS_
QuickBooks Team
QuickBooks Team
‎June 18, 2022 12:46 AM

Sending Payment Receipts

Hello, @JeffT229. 

 

Welcome to the Community. Let me help you with your invoice concerns in QuickBooks.

 

Currently, the option to send a receipt for your paid invoices in QuickBooks Online is unavailable. For now, you can go to the Invoice page and then send the paid invoice from there. Let me guide you how.

 

  1. From the left menu, click Sales.
  2. Choose the Invoices tab.
  3. Find the invoice that marked as paid.
  4. Under the Actions column, click the drop-down and select Send.
  5. Enter the email address under TO section.
  6. Click Send.

Aside from sending the paid invoice, you can also let your customers know their invoices are paid, you can accomplish this by hand.

 

Here's how:

  1. Highlight the Sales tab, then select All Sales.
  2. On the Filter drop-down menu, click it.
  3. Select Money received under the Type drop-down menu, then tap Apply.
  4. Locate the Payment transactions that you want to send to your customers, then click any 1 of them.
  5. Hit the Print menu. On the Print preview screen, download the PDF copy of the receipt. You can do this on multiple receipts so you can attach the PDF files to your own email and send it to the appropriate client.

You can use the workaround I suggested above until a new feature becomes available.

 

Additionally, you can read this article for your reference: Email or print multiple invoices and sales forms.


Fill me in if you have additional questions about your invoices in QuickBooks. I'm always willing to assist. Take care always.

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