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Kyledforeman
Level 1

How do I send a sales receipt when I receive payment on the iphone app?

In QB Online I push the "Save and Send" button after Receive Payment, but I'm not seeing this in the App and no receipt is sent. Apologies if it's obvious.

1 Comment 1
JaneDave_I
QuickBooks Team

How do I send a sales receipt when I receive payment on the iphone app?

We value your initiative in learning to navigate our QuickBooks Mobile app, Kyle. I'll guide you on how to send sales receipts through email.

 

Before we begin, it's important to note that QuickBooks Online (QBO) and QuickBooks mobile app have different interfaces and functionalities. While the web version requires navigating through the Sales tab to email a receipt, the mobile app streamlines this process by navigating to the three-dot icon.

 

You can follow the steps provided below:

 

  1. Access the main menu by tapping the ☰ icon.
  2. Either start a new transaction or open an existing one (such as estimates, invoices, or sales receipts).
  3. Tap the three-dot menu icon in the upper left of your screen, and then select the Email option.
  4. Enter or modify the recipient's details as needed.
  5. Once you're ready, hit the Send button to dispatch the email.


Additionally, you can check this page to find out all the latest feature updates in the QuickBooks Online (QBO) mobile app: See your latest data in the QuickBooks Online app.

 

Also, here's an article you can read if you wish to learn how to modify sale receipts, invoices, or memos using the QBO app: Edit a sales receipt or invoice payment using the QuickBooks Online mobile app.

 

Your willingness to learn is what sets successful businesses apart, Kyle. Please know that you can always revisit this thread if you have further questions with regard to sending emails in sales receipts. We're always here to help.

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