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jI 2
Level 1

Why can’t I send customers payment receipts any more on self employed ?

Why can’t I send customers payment receipts any more on self employed ?

5 REPLIES 5
LollyNino_C
QuickBooks Team

Why can’t I send customers payment receipts any more on self employed ?

Hello there, @jI 2

 

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

 

Currently, the option to send a receipt is unavailable in the Self-Employed version. However, you can send a copy of the invoice via PDF showing the payment.

 

Here's how:

 

  1. On the left navigation bar, click Invoices.
  2. Search for the invoice.
  3. Select the View option under the Action column.
  4. Press Email at the bottom. 
  5. Enter the necessary information, then hit Send

 

For additional reference, you can use the following article to personalize invoices: Create invoices in QuickBooks Self-Employed.

 

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

Phoenixhousekeeping
Level 1

Why can’t I send customers payment receipts any more on self employed ?

I have been using quick books app for a couple of years and had been able to send clients receipts for their invoice payments but now there is no option for this and I’m very disappointed. I have never used the desktop version and never will. Why has this option disappeared?? It’s one of the reasons I went with quick books but looks like I may have to look for another app!!

CharleneMaeF
QuickBooks Team

Why can’t I send customers payment receipts any more on self employed ?

I understand how important it is to send receipts to your clients, Phoenixhousekeeping.

 

Let me make it up to you by ensuring you're able to send the payment receipts to your clients in QuickBooks Self-Employed.

 

The Send Receipt feature still exists in the program by using the Email function. If you use this, the invoice will show as marked as paid.

 

Here's how:

 

  1. Click the Burger icon and then select Invoices.
  2. Select the invoice.
  3. Email the transaction.

 

You can also send the receipts by accessing your QuickBooks Self-Emolkiyed account via browser. I'll show you how:

 

  1. Login to your account.
  2. Find the invoice.
  3. Click Mark as paid in the Action column.
  4. Once done, click Send receipt.

 

In case your customer wants to make a payment right now or already paid, you can enter the transaction manually in QuickBooks Self-Employed.

 

Keep on posting here if you need anything else. Stay safe!

Phoenixhousekeeping
Level 1

Why can’t I send customers payment receipts any more on self employed ?

Hi,

When I mark as paid it doesn’t give me the option now to send receipt after marking as paid there is only the option to email the same invoice again or there is the “more” box which lets me unmarked as paid, delete, send via or make a copy.

LeizylM
QuickBooks Team

Why can’t I send customers payment receipts any more on self employed ?

Good day, Phoenixhousekeeping.  I'll make sure this gets sorted out.

 

I've tried to replicate here on my end and I was able to send the payment receipts in QuickBooks Self-Employed.

 

After marking it as paid in the action column, you'll now have the option to send the payment receipt in QuickBooks Self- Employed.

 

I've attached screenshots as your reference.

 

 

 

For additional reference, you can use the following article to personalize invoices: Create invoices in QuickBooks Self-Employed.

 

If you need help with other tasks in QBSE, you can browse for specific topics here and look for responses that fit your concern.

 

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

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