Sending a Credit Card payment receipt with QB Online
I have processed a credit card payment for our customer but am unable to send a receipt to their email. I tried to use the Merchants tool but I do not have permissions. How can I send a receipt without this feature
You can use either the Sales receipt or Receive payment feature when you process a credit card payment in QuickBooks Online (QBO). Even without using the Merchants tool, you're able to send a receipt to your customer's email by selecting the Save and send option. Let me guide you how.
Go to the Sales menu.
Locate and select the name of your customer.
Go to the Transaction List tab.
Locate the transaction.
If it's a sales receipt, click the drop-down arrow under the Action column, then select Send.
If the payment was processed through the receive payment feature, click the transaction and then select Save and send.
Input all the necessary details to complete the process.
I've attached screenshots below that show the last three steps.
To effectively monitor all your sales and payment transactions, I'd recommend pulling up the Transaction List by Customer report. This will let you view transactions (income and expenses) that are grouped by customer. You can customize it to focus on the information that matters most. Then, you have the option to have the report memorized to save its current customization settings. For the step-by-step guide, you can refer to this article: Memorize reports in QuickBooks Online.
Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing customer payments in QBO. I'm just around to help. Take care always.