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Level 2

How to send client receipt for payments made so far?

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QuickBooks Team

How to send client receipt for payments made so far?

I know how important it is to email the payment receipts, blucrew.


As of now, QuickBooks Online doesn't have the option to send a receipt or notification to the customer after making a payment. As a workaround, I recommend sending them a Balance Forward statement to give your customers their complete transaction history. I'll show you how:


  1. Go to Get paid & pay and select Customers.
  2. Find the customer on the list.
  3. Select the Action menu, then click Create statement.
  4. From the Statement Type drop-down menu, select Balance Forward.
  5. Enter the Statement Date, Start Date, and End Date.
  6. Select Print, Preview or Save and send.


Aside from that, you can also print the receipts and then mail or email them to your customers. Here's how:


  1. From Get paid & pay,  select All Sales.
  2. On the Filter drop-down menu, click it.
  3. Select Money received under the Type drop-down menu, then click Apply.
  4. Locate the Payment transactions that you want to send to your customers, then click any 1 of them.
  5. Click the Print menu. On the Print preview screen, download the PDF copy of the receipt. You can do this on multiple receipts so you can attach the PDF files to your own email and send it to the appropriate client.


Also, you can look for a third-party application tha you can integrate with the program. I'd suggest visiting our QuickBooks Apps Store to search an app.


Additionally, I've added an article that'll help you personalize the appearance and layout of sales forms so you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.


Please keep us posted if you have other questions or concerns about working with your sales transactions in QuickBooks. We're always here to help you keep your record accurate.

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