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cmapp
Level 1

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

After a payment is received.
5 Comments
LucasMicromatis
Moderator

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

Hi @cmapp,

 

Thanks for the question.  Let's see if we can figure it out.  Can you tell me what information your client is receiving in the email?  I'd like to know exactly what they are getting so we can try to figure out what they aren't getting.

 

Thanks,

Lucas

cstiebel
Level 1

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

Please find our payment receipt attached to this email.

Thank you.

Have a great day,

 

BUT THERE IS NO RECEIPT ATTACHED....This only stated happening in the last 3-4 weeks. The receipt was always sent with the email before

Angelyn_T
QuickBooks Team

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

I appreciate you for joining this thread, @cstiebel.

 

To attached the payment receipt when emailing them to your customers, you need to modify and set it up to add the PDF to your sales forms. I'm here to guide you with the steps:

 

  1. Open your QuickBooks Online account, then select Account and settings from the Gear icon.a27 1.PNG
  2. Head to Sales at the left pane, then go to the Online delivery section.
  3. Set your email option to either Show short summary in email or Show full details in email and make sure to check the box beside PDF Attached.a27 2.PNG
  4. Select an additional email option under the Additional email options for invoices section.
  5. Hit Save, then Done.

After that, try sending the payment/receipt again. 

 

For additional reference about emailing and customizing forms in QuickBooks Online, you can check out this article: Email and customize sales form.

 

You can also learn more about emailing/printing multiple transactions to one or more email addresses through these links: 

 

If you have other questions, please feel free to click the Reply button and add a comment below. I'll be right here to provide additional assistance. Wishing you and your business all the best!

cstiebel
Level 1

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

Thank You for your assistance! This has resolved my issue. Really not sure how the "attach PDF" Check box became un-checked....but glad that things are now sorted.

 

Merry Christmas!

Angelyn_T
QuickBooks Team

I need help with figuring out why there is no receipt attached to the sales receipt email that we send to our clients.

It's my pleasure to hear that, @cstiebel.

 

Please know that our doors are always open here on the Community page. That said, you're welcome to add a fresh post or leave a comment below if you have any other QuickBooks concerns in the future.

 

Cheers for more success and have a Merry Christmas as well! :) 

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