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I can definitely help you in sending the receipt of their payment, bbchildcare.
We can do it through the Receive payment tab. Let's go back to the payment to send the receipt to your customer.
Here's how:
That should do it. The receipt will be sent to your customer via email.
I've added articles that will help you manage and personalize your invoices in QuickBooks Online:
Reach out to me again by tagging my name in the comment section if you need additional assistance in managing your customer payments. It's always my pleasure to help.
Thanks for getting back to us, @bbchildcare.
You won’t need to add the customer’s email address if you’re sending the payment right after applying it to an invoice. The system only asks it when using the steps provided above.
Here's how:
Please see screenshots for visual reference:
If you forgot to deliver the receipt after receiving the payment, make sure to copy the email address of the client. Once done, follow the instructions shared by my colleague.
Having the program to auto-populate this certain detail and add a signature to the receipt is indeed a great idea. However, these are currently unavailable.
Let me take note of the idea and pass it along to the appropriate department and team members for consideration in future product enhancements.
In the meantime, I recommend visiting our QuickBooks Online Blog to get recent news, information about the latest features, and updates.
Stay in touch with me if you need anything else. I'm always here to help. Have a great day!
I can definitely help you in sending the receipt of their payment, bbchildcare.
We can do it through the Receive payment tab. Let's go back to the payment to send the receipt to your customer.
Here's how:
That should do it. The receipt will be sent to your customer via email.
I've added articles that will help you manage and personalize your invoices in QuickBooks Online:
Reach out to me again by tagging my name in the comment section if you need additional assistance in managing your customer payments. It's always my pleasure to help.
Hi KlentB
Thank you for the instructions. I now have the problem when I do this that the email addresses are not being populated through to the receipt. They do come through to invoices but in the receipt it populates the amounts and customer name but no the email field. Can you help? Also how do I load a signature onto the system to show up on the receipt? Many thanks, Sarah.
Thanks for getting back to us, @bbchildcare.
You won’t need to add the customer’s email address if you’re sending the payment right after applying it to an invoice. The system only asks it when using the steps provided above.
Here's how:
Please see screenshots for visual reference:
If you forgot to deliver the receipt after receiving the payment, make sure to copy the email address of the client. Once done, follow the instructions shared by my colleague.
Having the program to auto-populate this certain detail and add a signature to the receipt is indeed a great idea. However, these are currently unavailable.
Let me take note of the idea and pass it along to the appropriate department and team members for consideration in future product enhancements.
In the meantime, I recommend visiting our QuickBooks Online Blog to get recent news, information about the latest features, and updates.
Stay in touch with me if you need anything else. I'm always here to help. Have a great day!
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