If an invoice has been paid, how do I send a receipt to the customer to show that it was paid?

Hello @userlittlerascals-ki,

Welcome to the Community. Let me help you with your invoice concern in QuickBooks.

Currently, the option to send a receipt is unavailable in the Self-Employed version. However, you can send a copy of the invoice via PDF showing the payment.

Here's how:

1. On the left navigation bar, click Invoices.
2. Search for the invoice.
3. Select the View option under the Action column. 
4. Press Email at the bottom. 
5. Enter the necessary information, then hit Send. 

For additional reference, you can use the following article to personalize invoices: Create invoices in QuickBooks Self-Employed.

Fill me in if you have additional questions about your invoices in QuickBooks. I'm always here to help. Take care always.

Thanks for replying. I followed the steps you gave and my page does not show "Paid in Full". See image

Thanks for letting us know about this, @userlittlerascals-ki.

I'll make sure this gets sorted out. While sending and invoice will show the invoice is paid, you'll want to access your account via an incognito window. This is to check if this is a browser-related or not. 

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Press Ctrl + Shift + P (Mozilla Firefox).
• Press Command + Shift + N (Safari).

Once you're in your account, go back and try sending a paid invoice again. If you're able to view the Paid stamp, you'll want to clear the cache to start on a clean slate. This process helps the browser to fetch the latest version of the webpage and faster browsing experience.

However, if you're getting the result I re commend contacting our Customer Care Support. This way, you we can investigate further.

Here's how to reach out:

1. In your account, go to Assistant at the top right.
2. Scroll down and enter your question in the field. QB Assistant will provide link to some answers.
3. Type "I still need a human".
4. Choose either Message an agent or Get a callback.

If you need help with other tasks in QBSE, you can browse for specific topics here and look for responses that fit your concern.

Keep me posted if you still have questions or concerns with invoices. I'll be around for you. Take care and have a good one.

I've tried to go through these steps to get it to work, but I keep getting the message:

"We couldn't send this email. An error occurred while sending this invoice, please verify email information and try again."

I've verified email information multiple times for both sender and recipient, plus tried numerous other email address just to see if it would work to no success. How can I fix this?

Hi there, @garthguibord.

Thanks for following along with the thread and sharing your concerns. 

It sounds like you may have some browser issues going on. Such as corrupted cache. Web browsers collect cache to save time when loading repetitive data and images. Over time, these files can become outdated and corrupted, causing issues like the one with your error message. I've included the links for all supported browsers that contain the steps to clear the cache below. 

• Firefox
• Google Chrome
• Safari for Mac
• Safari for iPad and iPhone
• Microsoft Edge

After clearing cache, make sure to restart your browser. Then, try sending the email again. 

Let me know how it goes and if you have any questions or concerns. Take care! 

I have been using QBSE for a few years now and have sent receipts for paid invoices by using the "send receipt" option that comes up after marking an invoice as paid. For some reason, I no longer have the option to "send receipt," but I have no idea why. 

Can anyone help me get the receipt function working again?

The trouble ends here, @PianoGirl. I will also feel fulfilled if you can successfully send your invoice receipt again using QuickBooks Self-Employed (QBSE). 

Let me discuss some details on how you can do this.

In QBSE, you simply need to select the Send option from the dropdown selection of a paid invoice to generate a payment receipt and email it to your customer. Please see the screenshot below: 

Since you're having trouble performing this task, we can start a troubleshooting steps to isolate the issue. Let's begin with accessing your account using an incognito mode as an initial fix. Below are the key board shortcuts that you can use depending on your browser type:

• Google Chrome: Ctrl + Shift + N.
• Microsoft Edge: Ctrl + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P.
• Safari: Command + Option + P.

When logged in follow these steps:

1. Go to the Invoice menu and look for the paid invoice.
2. Next, click the drop-down arrow beside the transaction and choose Send.
3. There will be a pop up page that will allows you to preview the receipt before emailing it.
4. Simply click the View receipt button if you want to check the form. 
5. Once done, select the Send option to email it to your customer.

If you successfully sent the receipt, I recommend clearing the cache of your regular browser to eliminate the old and damaged files. If you're unable to do so, I suggest using another supported browser or device. Maybe that the current one you're using has temporary issue with QBSE. 

Customizing your invoice form is easy as one two three in QBSE. This process will further help you express your business identity. To get started, just click the Customize button on the invoice page. 

I'm always glad to provide additional help if you have any questions about the steps above. Don't hesitate to leave a comment below and I'll get back here in this thread as soon as possible. Have a blissful day ahead. Keep safe. 

I'm finally convinced that QBO programmers are [Removed by moderator] and actually have no idea about accounting. The "send receipt" feature is now gone for whatever reason. Jee-whiz, you think an accounting software should be able to send receipt? Ya think?! Following your steps above does not show the invoice as "Paid In Full" or mark it "Paid" it just sends a $0.00 invoice. Bunch of monkeys running the show. 

Thanks for joining the thread and sharing your insights about this invoicing issue, @ehong33.

I want to help you further with this concern, but I will need more information of this experience. This thread is tagged under QuickBooks Self-Employed, can you please confirm if you're using the same service or do you have QuickBooks Online. These 2 programs are different and does not share the same features when it comes to invoicing. Also, are you referring using this Send Receipt option to send payments receipts?

Any additional details will help me provide the best resolution for you. Comment down below or mention my name to notify me. I'll be waiting for your reply.

go to customers, find who paid, click on the name, it will show a line for payment and another for invoice, click on payment. It should say closed under the status column. After it opens up, the amount to credit should be zero dollars. Click save and send, before it actually sends it will open up a window that shows a preview of the "receipt" you'll be sending with a balance due of zero.

Bring back the button! 

Same here…

was so simple, straightforward and quick..

receive payment, green button to mark as paid, then green button turns to send receipt, send receipt..done 

preview receipt page, send to printer and my paperwork is complete…less than a minute..

that’s why I have quickbooks self employed!! 
stop changing things that work and bring back send receipt option!!!! 

Bring back the button! 

Same here…

was so simple, straightforward and quick..

receive payment, green button to mark as paid, then green button turns to send receipt, send receipt..done 

preview receipt page, send to printer and my paperwork is complete…less than a minute..

that’s why I have quickbooks self employed!! 
stop changing things that work and bring back send receipt option!!!! 

Hi @Not as fast book,

I would also agree your experience with the delivery of communication lacks the quality given how you manage to simplify the goal you wish to accomplish in this interaction.

Therefore, I recommend getting in touch and letting our product developers know about this by sending a request via feedback. Rest assured our developers are constantly taking in the voices of our customers, like you, to ensure you got the best experience while keeping your business growing with us. I'll show you how.

1. Go to Assistant.
2. Select the I need help button.
3. Enter a few words describing how you wanted to use the option to send receipts for customers in the Text field.
4. Choose Add a feature.
5. Type in the option to include a button and quickly send receipts.
6. Click Send.

For now, I've got you this helpful article that explains how you can work well with the invoicing feature: Set up, Create, Process, and Manage Invoices in QuickBooks Self-Employed. As well as how customer payments are handled once you receive them.

Stay in touch by leaving a comment below if you have any other invoicing questions. I, @JonpriL, be willing to help round the clock. Take care and stay safe!

As of today (1/31/23) this is how you get a receipt to a customer in QBO: 

1. Open Sales/Customer and click on the customer you need to send a receipt to.

2. Open the payment you want to send a receipt for.

3. Click Save and send in the drop down list on the bottom right.

4. A receipt will pop up and you can send the receipt with all the invoices that it was applied to.

Good luck,

S.

In Quickbooks Online, I don't have the option to send the receipt from Quickbooks.  However, I can save a copy as a PDF and send it through my email.

The other way to access the receipt is to pull up the invoice in View/Edit mode.  At the top right, click on blue text "1 payment made".

they are certainly not accustomed to working with actual people. There's a difference between a programmer and an accountant/bookkeeper.  (rolling eyes!!)

Hi There

I would just like to submit feedback or a request. I am using QuickBooks for Self-Employed and my clients want a receipt. I followed the steps outlined in this tutorial and there was no "Email" option, only "Send" and it just sent the invoice with the word "paid" added to the top.  It is not what they are looking for and I feel like it should be simple to make it a feature to be able to create receipts.  Thank you.

I do not have that feature either. My screen simply does not look like her screen shots at all)

We greatly value your feedback and understand that customer input is crucial for us to improve our products and services. We appreciate your understanding that limitations can sometimes be a part of any product, and we strive to address them to the best of our ability.

We recommend sending your feedback to our Product Development Team. We would be more than happy to hear from you. Your insights will help us enhance the user experience and ensure that we continue to meet your needs effectively. Here is how:

1. Go to the Assistant feature.
2. Type in Submit Feedback.
3. Choose to Add a suggestion.
4. Enter your suggestions.

Our product engineers will consider your suggestions, and you can always check the status of your request on our Customer Feedback website.

You can also utilize this article for future reference: Categorize transactions in QuickBooks Self-Employed.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

I may be late to this party, but I was able to print a transaction receipt by doing the following in QuickBooks Online:

1. After submitting payment, go back to the customer screen showing all invoices and find the invoice just paid.

2. Click on that invoice (not the blue links to the right) and a menu opens from the right side of the screen with invoice info (Open, Sent, etc.), and it should also show Paid and show a blue link to "View Payment #xxxx".

3. Clicking that link opens the Receive Payment page, with the paid invoice listed and checked, and just above will be a blue link "transaction processed".

4. Click that link to view the payment submission info, and select print to get a receipt. The formatting is awful, but it at least gives info to send the customer like processing date, transaction ID, etc.

I agree, this is absolutely unacceptable for an accounting program. Why aren't Paid Receipts in the Self employed version, as someone wrote above?

What I have done, for years, is do the steps to 'send an invoice' again but change the subject to say Paid Receipt. It shows the 0 balance. Then I have a message I cut and paste for each Paid receipt ( saying thanks for payment and asking for a review if customer was happy etc. ) This should be automatic once I apply payment to an invoice. Basic business practise but not easy with this program. 

This step takes so much of my time....and is extremely frustrating.

We see how customer receipt is essential in your business right now, @info742. Note that we value your comments about our product. Let me explain this further.

Our product engineers are still working for the QuickBooks Self-Employed (QBSE) to have the feature that every customer needs. For them to be aware of this, I recommend sending feedback about your idea with this concern. After that, our product engineers might consider your voice and will plan to include your request in our product. To send, here's how:
 

1. At the upper right corner of the screen, click Assistant.
2. Enter Submit Feedback.
3. Select Add a Suggestion.
4. Lastly, input your suggestion.

In the future, you may want to categorize the entries you enter from your bank into QBO. For assistance, see the attached resource: Categorize transactions in QuickBooks Self-Employed.

If you still have queries in your mind, you're free to share them with us so we can help. The community forum is 24/7 available. Keep safe.