How do I automatically issue receipts, or invoices marked as zero balance due, to my customers once payment is made.

I'm here to help you issue a receipt once payment is made by your customers, emily31.

For now, you'll have to manually send an email to your customer confirming the payment. To do this, you can follow the steps below.

1. From the left menu, click Sales.
2. Choose the Invoices tab.
3. Find the invoice that marked as paid.
4. Under the Actions column, click the drop-down and select Send.
5. Enter the email address under the TO section.
6. Click Send.

For future reference, you can also read this article: How To Email Or Print An Invoice.

Please touch base with us if you have any other questions about invoices. We're always right here to help you if you need further assistance.

Hi Maria,

This wont work for us unfortunately. We don't have the time or resources to manually send out receipts for every appointment booked with us. I need something automatic when payments are received. We currently have both Quickbooks and Stripe integrated to our Acuity Booking. Stripe do issue automatic receipts but the content of the receipt is not satisfactory as details are missing that our clients need when making claims back against their medical insurance. Stripe also only issue the receipt in an email as opposed to an attachment which again does not suit. The pdf version that I created through my quickbooks account has all the relevant information needed but I cannot manually send them out. Can you advise an integration that can do this for me. 

Hi there, emily31.

I can share some insights about how the invoicing feature works in QuickBooks Online.

Currently, the option to automatically send receipts for paid invoices is unavailable in the program. I definitely understand how this feature would boost your business productivity, though, especially if you're issuing a lot of invoices to your customers. Please know that your ideas will help us stay in tune with our customers' needs and expectations. Rest, assured were taking note of them to improve your QuickBooks experience.

Additionally, we're unable to advise a specific integration to use, but you can search for a third-party application from our QuickBooks App Center. You may also follow these steps in finding the app internally from within QuickBooks Online:
 

1. Select Apps from the sidebar menu.
2. Go to the Find Apps tab.
3. Enter a keyword in the search bar or click the Browse category button to filter the results.

Lastly, here's an article that you can read to be guided in personalizing your invoices. This way, your customers will recognize your business brand.

Feel comfortable to reach out to me with any concerns you may have and I would be more than happy to help.

Hello,

Is there any news on this becoming a feature? It would be desperately useful. As mentioned above it's an administrative task which seems entirely sensible to rationalise with an automatic issue.

Regards,

Shaun

I appreciate your concern for updates on the possibility of sending receipts automatically for paid invoices, Shaun.

It's a good idea for QuickBooks Online to offer a function that enables the option to send receipts for QuickBooks Online (QBO) automatically. However, as of the right moment, this option is unavailable.

Most of our clients will benefit from the development roadmaps our developers are constantly working on. Since they handle product changes internally, we are unable to disclose any updates at this time regarding their efforts.

We wanted to comprehend your company's demands, and I want you to know that. The program is changed depending on several variables. Your requests or suggestions for QuickBooks Online are welcome in this regard.

Send your request using these procedures if you have any product recommendations for our developers regarding the options on our Dashboard:

1. Click the Help menu located at the top.
2. Choose to Send Feedback Online then click Product Suggestion.
3. Type in your feedback or feature request.
4. Click the Send Feedback button.

With that, you may access our Feedback forum to see how your feature request is progressing. The more requests we get for it, the more likely it is that this will be included in future improvements.

Should you have more questions about sales receipts, please don’t hesitate to post them here. Stay safe!

Wow, after 2 years this STILL isn't a feature, yet you continue to jack up our monthly pricing? Astounding.

It seems a basic task for an automatic notification to a customer who has paid an invoice. Can you please advise if this is a feature yet?

Hello there, @Cam-Int.

I am aware of the advantages for businesses like yours to have an option to automatically send a sales receipt once the invoice is paid. I want QuickBooks Online (QBO) to have this feature as much as you do.

But QBO still doesn't have this feature. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

Here's how:

1. Sign-in to your QuickBooks Online account.
2. Go to the Gear icon and select Feedback.
3. Type in your suggestion and click Next.

Meanwhile, if your client paid the invoice electronically, they would receive a receipt from the merchant service or from the bank or credit card they used to pay. Otherwise, if you record the payment manually to QuickBooks Online, you can also send your customers receipt manually.

You can also check for a third-party app that can help you for the automation of the sales receipt after the invoice payment. I'll share the link to our QuickBooks App Center with you. Another option is to go to your QBO account's Apps menu.

Here's how to do it:

1. From the sidebar menu, choose Apps.
2. To find apps, go to the Find Apps tab.
3. To filter the results, type a keyword into the search bar or click the Browse category option.

For additional information on how to edit your templates in QBO, including estimations, see this page: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't hesitate to click the Reply button below if you have questions about managing invoices and sales receipts in QuickBooks Online. I'm always here to help. Have a great day.

Is this still not integrated in the most updated version of QuickBooks. We run our own business and was told QuickBooks is one of the best. We do not have time to go in each invoice once it's paid to create a receipt to be sent to clients. We have been getting emails from clients saying that they are getting reminder emails even if they've paid and that they want a receipt. Are these 2 issues going to be addressed soon?

Hello there, @SKPT.

We recognize the urgency of this matter and want to ensure that we can help you resolve your queries. If you're referring to a third-party app that will help you manage invoices and generate a receipt automatically whenever a customer pays. You can set them up inside your account anytime. Here's how:

1. Access your QuickBooks Online company.
2. On the left navigational bar, go to the Apps tab.
3. Select the Find Apps tab.
4. Enter a keyword in the search bar or click the Browse category button to filter the results.
5. Once you've found the app, click on it and then select Get app now.

If you've sent feedback to our Product Development team about having the option to automate managing invoice payments and providing receipts, know we don't have a time frame for when it'll be available inside QBO. But rest assured, we'll let you know once they're inside the program.

Furthermore, you can check this article to help you keep track of your transactions and modify reports inside QBO: Customise reports in QuickBooks Online.

We've got your back if you need further assistance managing invoices inside the program, @SKPT. Feel free to visit the Community anytime. Stay safe.