Client wants both an invoice and a sales receipt (proof of payment). Payment is set up so that I can process ACH for the client. Can I do this?

brad24 · ‎November 25, 2019

I have more than 1 client that would like to receive an invoice, pay with an ACH that I process, and then also receive proof of payment. I'm able to send them an invoice via email and process the ACH payment, but they do not get any confirmation email that payment was made. If I attempt to do this with a sales receipt, they don't get an invoice.

I can do this all very manually by making an invoice, sending it and then deleting it... and then making a sales receipting and processing the payment... but that is very manual and requires that I remember to make the sales receipt (and invoice number) exactly the same. Too many ways to make mistakes.

It seems that an email I should be generated when the ACH is processed or that I should be able to select to send them a payment confirmation when I process the ACH on their invoice.

RenjolynC · ‎November 25, 2019

I'd be glad to provide the steps you need, brad24.

You'll want to open the payment that is linked to the invoice and then send it to your customer.

Here's how:

On the left panel, click Sales and select Customers.
Click the customer's name, and open the invoice.
Select the 1 payment made link under PAID, and click the Date.
In the Receive Payment page, click the Save and send button.
From the Send email window, enter the email address and update the Body field.
Click Send and close.

This process will send a Payment Receipt including the invoice information to your customer.

I'm also adding this article on how to email and customize the sales form.

Reach out to us if you need anything else. Thanks.

View solution in original post

RenjolynC · ‎November 25, 2019

I'd be glad to provide the steps you need, brad24.

You'll want to open the payment that is linked to the invoice and then send it to your customer.

Here's how:

On the left panel, click Sales and select Customers.
Click the customer's name, and open the invoice.
Select the 1 payment made link under PAID, and click the Date.
In the Receive Payment page, click the Save and send button.
From the Send email window, enter the email address and update the Body field.
Click Send and close.

This process will send a Payment Receipt including the invoice information to your customer.

I'm also adding this article on how to email and customize the sales form.

Reach out to us if you need anything else. Thanks.

brad24 · ‎December 06, 2019

Thank you for the help. Your method worked great!

I was creating the invoice by going to Sales > Invoices and sending the invoice.

Then, in the list of invoices, still in Sales > Invoices, I would select receive payment.

For some reason, doing it like that would not send the receipt.

But creating the invoice and sending then going to Customers as your steps suggested worked.

I'm not sure why it doesn't work the other way but that is okay.

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Client wants both an invoice and a sales receipt (proof of payment). Payment is set up so that I can process ACH for the client. Can I do this?