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d-j-webbelectric
Level 1

Can you send a payment receipt?

 
Solved
Best answer December 16, 2019

Accepted Solutions
ReymondO
QuickBooks Team

Can you send a payment receipt?

Yes, you can, @d-j-webbelectric.

 

There are two ways on how you can send a payment receipt in QBO. Here's one:

 

  1. Click the +New icon and select Receive payment.receive01.png
  2. Choose the customer in the Customer drop-arrow.
  3. Tick the boxes for the invoice you want to tag as received payment.receive02.png
  4. Select Save and send.
  5. Provide the email address and click Save and close.receive3.png

 

On the other hand, you can also receive the payment after creating an invoice. Just click Receive payment, then Save and send. After that, make sure to provide the right email address and click Save and close.

receive1.pngreceive2.pngreceive3.png

You'll to categorize your transactions by recording the invoice payments in QuickBooks Online. Once a customer pays an invoice, the system processes the payment and categorizes it into the right account.

 

If would only take a few clicks to reach out to us in the Community. Please don't hesitate to comment down below if you need any further assistance.

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3 REPLIES 3
ReymondO
QuickBooks Team

Can you send a payment receipt?

Yes, you can, @d-j-webbelectric.

 

There are two ways on how you can send a payment receipt in QBO. Here's one:

 

  1. Click the +New icon and select Receive payment.receive01.png
  2. Choose the customer in the Customer drop-arrow.
  3. Tick the boxes for the invoice you want to tag as received payment.receive02.png
  4. Select Save and send.
  5. Provide the email address and click Save and close.receive3.png

 

On the other hand, you can also receive the payment after creating an invoice. Just click Receive payment, then Save and send. After that, make sure to provide the right email address and click Save and close.

receive1.pngreceive2.pngreceive3.png

You'll to categorize your transactions by recording the invoice payments in QuickBooks Online. Once a customer pays an invoice, the system processes the payment and categorizes it into the right account.

 

If would only take a few clicks to reach out to us in the Community. Please don't hesitate to comment down below if you need any further assistance.

md-holmpc-co-uk
Level 1

Can you send a payment receipt?

I am using the second method described here, clicking receive payment in the invoice. When I click save and send it brings up the form and the email, but these do not use the settings from my default sales receipt template.

The form to be sent appears to not relate to any of the templates (the header seems to match the Standard template but the second section doesn't relate to of the templates), and the email is not related to any of the emails set in my templates.

 

Where can I edit the email and form that are used when you click Receive Payment on an invoice and save and send from there?

JoanaC
QuickBooks Team

Can you send a payment receipt?

I'm happy to share more information about the Receive Payment template, Md.

 

The Receive Payment email and form is a default template in QuickBooks Online. Currently, there is no option to edit the template form when receiving the payment and sending the email. However, we can customize the email message to your liking. Follow these steps to learn how:

  1. Go to the Invoices, and then click Receive Payment.
  2. Select Save and Send.
  3. Under Body, edit the message to your liking.
  4. Hit Send and close.

 

In addition, let me share this article if you want to learn how to record a refund to your customer: Record a customer refund in QuickBooks Online.

 

Let me know if you still have questions about receiving payments from your customer. Have a lovely day, and take care.

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