Does Quickbooks automatically send a receipt when a customer pays via direct deposit/ACH?

dreamerdad · ‎July 09, 2021

Does Quickbooks automatically send a receipt when a customer pays via direct deposit/ACH? If not, are there any plans to make this an option?

JenoP · ‎July 09, 2021

Let me help with your question about payment receipts in QuickBooks, dreamerdad.

An email notification will be sent to you once a payment is received. However, the system will not send a receipt to your customer for the payment that's been made. You can manually email the payment to your customers from QBO. Here's how:

Go to the Sales menu at the left.
Look for the payment and click on it to open the transaction.
Click Save and send in the lower-right hand corner.

I'd also suggest sending a feature request about this directly to our Product Development Team. Here's how:

Go to the Gear icon at the upper-right hand corner of QBO, then select Feedback.
Enter your comments or product suggestions.
Click Next to submit feedback.

Our Product Development Team will collect and review product suggestions to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

I'd also like to add a couple more articles in case you might them in your future tasks:

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way.

View solution in original post

JenoP · ‎July 09, 2021

Let me help with your question about payment receipts in QuickBooks, dreamerdad.

An email notification will be sent to you once a payment is received. However, the system will not send a receipt to your customer for the payment that's been made. You can manually email the payment to your customers from QBO. Here's how:

Go to the Sales menu at the left.
Look for the payment and click on it to open the transaction.
Click Save and send in the lower-right hand corner.

I'd also suggest sending a feature request about this directly to our Product Development Team. Here's how:

Go to the Gear icon at the upper-right hand corner of QBO, then select Feedback.
Enter your comments or product suggestions.
Click Next to submit feedback.

Our Product Development Team will collect and review product suggestions to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

I'd also like to add a couple more articles in case you might them in your future tasks:

You can always ask follow-up questions in case you need more help with QuickBooks. We're always here to guide and assist you all the way.

JenoP · ‎July 12, 2021

Hi dreamerdad,

Hope you’re doing great. I wanted to see how everything is going about your questions with payment receipt. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

dreamerdad · ‎July 13, 2021

Thanks! I just sent feedback. I hope QB will consider adding this functionality.

Thanks again!

sistrunk10 · ‎February 02, 2022

Hi - just following up since this question to see if there was functionality that would have QBO automatically send a sales receipt to the customer? Thanks

Rasa-LilaM · ‎February 02, 2022

Welcome to this thread, sistrunk10.

Let me provide some information on how QuickBooks Online (QBO) handles sales receipts.

The functionality to automatically send a sales receipt to customers so they can pay it online is currently unavailable. Adding this feature will benefit a lot of users since it ensures the security of their accounts and saves time. I recommend submitting feedback about this one so our engineers can consider adding it in future enhancements.

Here’s how:

In QBO, head to the Gear icon in the upper right and choose Feedback under Profile.
These steps will open a window where you can type your product suggestions.
From there, make sure to enter your thoughts and ideas.
Click Next to submit.

For future reference, here’s an article that provides detailed instructions on how to accept a credit or debit card payment in QBO: Process a credit card payment. You’ll learn about applying payments to invoices and sales receipts.

Additionally, you can read through this resource on how to: Create and send sales receipts. It includes a video that will visually guide you through the process.

Reach out to me again if you have additional questions on how to manage sales receipts and other customer-related concerns. I’ll get back to make sure this is taken care of for you. Wishing your business continued success.

AMR2022 · ‎February 15, 2022

I sent feedback on this as well. Seems like a very basic feature that is missing. Frustrating.

zebratherapy · ‎February 17, 2022

Agreed - this feature really needs to be added. Annoying to have to create a sales receipt and delete the initial invoice.

sooverit2 · ‎June 07, 2022

Not only annoying and time consuming, but it seems "incorrect" in terms of appropriate bookkeeping.

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Does Quickbooks automatically send a receipt when a customer pays via direct deposit/ACH?