How do I send a payment received email?


New to this… Its very good…

There is a routine email for “Payment Received” Of course I can send the invoice again showing the zero balance but how do I tie it to the routine email?


Hi @deljones

The payment received email can be triggered when you log a payment for an individual invoice, either through tagging or through the ‘Log Payment’ button.

For example, if you have an outstanding invoice, on the invoice preview screen, click ‘Log Payment’. This gives you the opportunity to enter the amount paid, date, method and details. Providing that client has at least one contact added, you will also see an option to “Send email notification to client”.

This is also available when using the bank tagging option when tagging to just one invoice (multiple invoice notifications aren’t currently supported):

Hope that helps!