Self-employed invoice payment received acknowledgment

I appreciate you for sharing your concern with us, @mikeotaylor

I'll make sure you can send an acknowledgement or receipt to your client when their invoice has been paid. 

I recommend logging out and logging back in to your QuickBooks Self-Employed (QBSE) account. This refreshes the system and for the updates to take effect. 

If this is not the case, I suggest accessing your account via a private or incognito window. This way, we can check if this is a browser caching issue. 

Too much data from your browser causes issues that affect the view and performance of your account. Using a private window helps us verify the issue as this doesn't save any cache data. 

To open a private window, please refer to these keyboard shortcuts: 

• Ctrl + Shift + N (Google Chrome browser)
• Ctrl + Shift + P (Mozilla Firefox & Microsoft Edge browsers)
• Command + Shift + N (Safari browser)

If you’re able to view and send an acknowledgement, I’d recommend clearing your regular browser's cache to refresh the system. If the issue remains, I suggest using other supported browsers. This way, we can check if this is a browser-specific matter.

Once everything is in place, you'll want to check out this article that can aid you in organising your transactions: Categorise transactions in QuickBooks Self-Employed.

I'll be around to back you up if you need more assistance managing your invoices or your QBSE account. Keep safe and have a jolly day ahead!

Hi

I should add that I notice the option has gone from both the account in browser,  and also in the iOS app.

I've tried using a private window but this has not helped. I have also tried in Safari and Chrome.

Best

Mike

Thanks for the update and the additional information you've provided, @mikeotaylor. I'm here to give further details about the option of sending payment receipts in QuickBooks Self-Employed (QBSE). 

Currently, there's an ongoing investigation about the disappearance of the Send receipt button on both iOS/Android mobile apps. The recommended workaround for this is to open your account via web browser and use the Send option in sending an acknowledgment to your client for a paid invoice. Here's how:

1. Open your QBSE account and click the Invoices menu.
2. Next, look for the paid invoice you want to send a receipt for.
3. Then, select the drop-down arrow under Action and click Send.
4. Review your client details and once ready select the Send button. 

Then, I recommend reaching out to our Customer Care team to link your account to the said investigation. This way, you'll be updated about the issue and get notified once it is resolved. I'll guide you on how:

1. In your QBSE account, select the Help icon.
2. Next, click the Contact Us button.
3. Enter the details of your concern and select Continue.
4. Then, choose either Chat with us or Have us call you.

Let me know how this goes and feel free to add a reply below. I'm always ready to provide answers if you have additional questions about sending payment receipts in QBO. Have a good one and keep safe. 

Hi

There is no "send receipt" option in the browser either. "Send" simply resends the invoice.

Mike

Thanks for getting back here in the thread, @mikeotaylor. I'm chiming in to share details about sending receipt in QuickBooks Self-employed (QBSE). 

As my colleague mentioned above, there's an ongoing investigation about this. As I check here on my end, the option to send the receipt in QBSE is currently unavailable. For now, you can consider exporting the paid invoice to PDF and manually sending them to your customer via email as a workaround.

To begin, here's how:

1. Access your QBSE company.
2. Go to the Gear icon and then select Invoices.
3. Locate the paid invoice and below the Action column, click the Dropdown arrow to select Export as PDF.

Once done, you can proceed to send the PDF copy of the paid invoice to your customer via email.

In addition, I've got this article for reference in case you'd like to record or attach your expenses receipts in QuickBooks Self-employed: Record or attach expense receipts in QuickBooks Self-Employed.

I've got your back if  you have questions aside from sending a receipt to your customer in QuickBooks Self-employed. Feel free to mention me in the comments below so that I'll be notified and would be able to lend you a hand. Thanks for choosing QuickBooks. Take care, and have nice day, @mikeotaylor.

It is now a year later - Where is the send Receipt option? And how can this be set up automatically to send when a payment is matched to an invoice?

Hello MD210, thanks for posting on this thread, unfortunately this is still not possible to do in QBSE, there is not feature for this still currently, we have passed this on as feedback to the team. 

Do you guys have a timeframe for when we could automatically send a payment acknowledgment to clients? O rat least add the bottom to do it? We pay QBSE for one reason, to make our lives easier, and it is very frustrating when a simple thing cannot be solved in more than one year. I think I speak for everyone that there is no time for downloading a PDF, renaming it, and sending it back to a client; that process should be automatic!

Totally agree with you! This is ridiculous that such a simple thing has not been created when other accounting software has had it for years....what are we paying for?

Hello Gabo) and MD210, thanks for posting on this thread, unfortunately we do not have a timeframe for this, we have passed this on as feedback to the team.