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Everything you need to know about banking in QuickBooks Online - Discover more
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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1 REPLY 1
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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