payment receipt send payment receipt How to send a Payment receipt

Once you have received a payment from your customers, you can send them their payment receipt via email. To do this, follow the steps below:

  1. Select Payments from the Navigation Pane menu
  2. Tap on the three dots on the right corner of an existing payment record on the Payments screen.
  3. Tap Send PDF by Email & enter the client's email address. 
  4. To preview the updated invoice, tap the Preview Invoice button.
  5. Hit SEND. The customer will receive an updated invoice of the payments made and the outstanding balance.



Your client will receive an email with their updated invoice which will highlight the payments made and the outstanding balance.




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