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Level 1

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

 
8 Comments
Moderator

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Hi @tylerblake,

 

That's a great question!  If a customer pays you through an online invoice, they will receive a notification/receipt to the email you sent the invoice to.

 

Hope that helps!

Level 3

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Is it possible to change or delete the cc email address on payment receipts on QBO Plus? 

QuickBooks Team

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Hi there, @Snowdenfarm.

 

Allow me to help get this taken care of today. Currently, the option to change or assign specific email notifications in the Merchant Center isn't available. All notifications will be sent to the email address entered on the Contact Information section.

 

However, you can update the account information, let me walk you through how to do it:

 

  1. Sign in to the Merchant Service Center.
  2. Choose the Account tab.
  3. Select Account Profile.
  4. Go to the Contact Information section, then click Edit.
  5. Change the email address then click Save

 

Please refer to this article for the detailed steps: Change business, bank account, or contact information in the Merchant Service Center.

 

 

Don't hesitate to leave a comment below if you have other concerns or questions. I'll be around to help.

Level 3

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Thank you so much for the information.  Unfortunately, I checked and that was not the issue.  Here is the situation:

1.  I have two QBO accounts, one Advanced and one Plus.

 

2.  I set up a Payment Receipt Routine/Workflow in each when it first became available.

 

3.  Routines/Workflow is no longer available in the Plus account, but the Payment Receipt Emails are still sent from both accounts when payment is entered in QBO (either manually or through Intuit Payments).

 

4. I changed the customer-facing email in both accounts to an email address that automatically creates a support ticket in our CRM software.

 

5.  In the Advanced account, I am able to access the Payment Receipt Email Routine/Workflow and change the bcc to an email that does create a support ticket.

 

6.  In the Plus account, there is no way that I can find to edit or even stop Routines/Workflows that were created before access to them was eliminated in Plus.

 

Thank you!

QuickBooks Team

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Thanks for getting back to us with additional details, Snowdenfarm.

 

Any details added in the Routines when it was still available can no longer be changed or edited. This is because this feature was already upgraded to a full pledge function that's already offered in the QBO Advanced called Workflows.

 

I'd recommend reaching out to our phone or chat support team. They can look for other options to change or delete the cc email address on payment receipts. Here's how to reach out to them:

 

  1. Open the QBO test drive through this link: https://qbo.intuit.com/redir/testdrive.
  2. Click the Help menu and click Contact Us.
  3. Provide a short description of your concern, then click Let's talk.
  4. Click Get a call or Start messaging if you want to start a chat session.

Please take note that due to the ongoing pandemic, our phone and chat support channels are only open between 6:00 AM to 6:00 PM from Monday-Friday, and from 6:00 AM to 3:00 PM on Saturday. Here's a quick guide for more details: Support hours and types.

 

The Community is always here if you need anything else. 

Level 3

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Thanks so much.  I will reach out to support on Monday.

Level 1

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

is it possible to edit that email reply and put a link for google review on the receipt email?

QuickBooks Team

Does quickbooks automatically send a payment receipt once a customer pays through an invoice email?

Thanks for joining in this conversation, @jessipwp.

 

I'm here to help add the google link in receipts in QuickBooks Online. 

 

Currently, we're unable to edit the receipt and put a link for google review to your customers. 

 

As a workaround, I'd suggest downloading the receipt as a PDF. After that, attached the link for the google view and send manually send it to your customers. For more information, check out this article: Download and save invoices, other sales forms, and statements as PDF.

 

I've also added some pages about handling customer's information, transactions, and creating recurring transactions. 

 

 

Let me know in the comment section if you have additional questions. I'm glad to help. Keep safe always. 

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