How do I send an invoice reciept

[ian_roberts]

There’s a knowledge base article which explains some of it:

Payment Notification Emails

How does it work? When marking an invoice as paid or tagging a client payment from the bank QuickFile allow you to send your client an email confirmation to let them know you have received the payment. To send a client payment confirmation email you will first need to ensure that your client has an associated contact record (individual name and email address). You will then see a checkbox when logging a payment to an invoice “Send an email notification to the client”. [image] There is a link…

“Log payment” or “payment from a customer” are the two ways to assign a payment to an invoice. If you have an automatic bank feed then you will get an untagged “money in” transaction on your bank account when a customer pays you, you click on the red “tag me” button then select “payment from a customer” to assign the payment to the invoice or invoices. If you don’t have an automated feed, or if you’re receiving payment in cash or similar rather than direct into your bank account then you use the “log payment” button at the top of the invoice instead of the tagging mechanism.

I’m not sure exactly how it works if your customers are paying online through the QuickFile Stripe integration or similar, as I don’t use that myself.