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How to send payment receipts to clients
How to send payment receipts to clients
Roy avatar
Written by Roy
Updated over a week ago

By sending payment receipts to your clients, they'll receive an email with a receipt attached as a PDF.

To do this, when recording a payment, activate the Email Receipt option:

You can also activate this Email Receipt option during the reconcile process:

If you want to look up previous payment receipts, you can find these in the Transactions and Payments Received areas, with the green icon as seen below:

Tip: if you want payment receipts to be automatically emailed to your clients for online purchases through the Client Area or Mobile Apps, then enable this option in the Client Area Settings:

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