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When I manually enter a payment by check to an invoice, does the customer automatically get an email receipt, or do I have to go back and send one to them?
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Thanks for surfacing, @shardyer!
Yep, your customer will get an email notification with the receipt details automatically as soon as you mark an invoice as paid by cash or check. The subject line will read as "You paid an invoice!" followed by the invoice ID. No need to send anything manually. 🙂
Hope this clears things up. Please let me know if you have any further questions.
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Thanks for surfacing, @shardyer!
Yep, your customer will get an email notification with the receipt details automatically as soon as you mark an invoice as paid by cash or check. The subject line will read as "You paid an invoice!" followed by the invoice ID. No need to send anything manually. 🙂
Hope this clears things up. Please let me know if you have any further questions.
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Customer says she did not get a receipt when I posted her cash payment how do I send her a receipt
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Hey @Honeys! I'm assuming you tracked the cash transaction through your POS, yes? If that's the case, you'll want to locate that transaction from your transaction list, click into it, select New Receipt, and enter in the customer's email address or phone number depending on how they want to receive the receipt.
Come on back with any other questions you have!
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Good morning,
Customer paid via invoice online, requires a receipt that states "receipt" not "invoice" due to regulations.
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