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hello-handleandh
Level 1

Hi! I'm wondering if it's possible to send a receipt of payment to a client if they pay via direct debit and I record that payment manually?

 
2 Comments 2
Trish_T
QuickBooks Team

Hi! I'm wondering if it's possible to send a receipt of payment to a client if they pay via direct debit and I record that payment manually?

hi hello-handleandh,

 

It's nice to see you in Community.  Welcome!  QuickBooks Online let's you send the receipt to your customer directly from the invoice or sales receipt.  I'd be happy to show you how!

 

If your customer paid for the product or service at the time of the sale you'll want to create a sales receipt.  If you're applying the payment to an invoice, you just need to Receive payment

 

Follow these steps to create a sales receipt;

 

1. Select + New from the left menu and then Sales receipt under Customers

2. Choose the customer from the ▼dropdown menu

Note: If you haven't set them up in QuickBooks yet, select Add a new customer.

3. Enter their email address, if you haven't added it to their profile

4. Include the Sales receipt date, the Payment method, the account it was Deposited to and any other fields as you see necessary

5. Complete the line items for the products and services you sold

6. When you're done, select Save and send to email the receipt.

 

Here's how to record a payment to an invoice;

 

1. Open Sales and then Invoices from the left menu

2. Locate the invoice and select Receive payment

3. Choose the Payment method from the dropdown menu

4. From the Deposit to dropdown, select the account you put the payment into

5. In the Outstanding Transactions section, select the checkbox for the invoice you're recording the payment on

6. When you're done, hit Save and send.

Note:  It is not possible to customize your payment receipt.

 

Please don't hesitate to ask other questions.  We're always glad to help!

 

hello-handleandh
Level 1

Hi! I'm wondering if it's possible to send a receipt of payment to a client if they pay via direct debit and I record that payment manually?

Got it, thank you! I was trying to do this within the invoice itself. This makes sense!

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