How to Email a Receipt to a Client

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1

Hi Can you let me know how I can send the client a receipt so it looks similar to the invoice we sent out as they need to claim expenses from their employer?

2

Hi @Linda

The receipts within QuickFile only really show what invoice the payment is allocated to, and doesn’t show much detail.

What would likely be a better option is to email the invoice itself once it’s been paid. This will show an outstanding balance of zero.

3

HiThanks for your prompt respoinse. Is there anyway the invoice can say" Paid in Full" as I am sure I have seen that on invoices in the past?

4

There certainly is! :slight_smile:

Providing it’s enabled, you’ll see this when you view an invoice (and providing it’s paid in full of course):

You can enable/disable this for the web view and the PDF view individually. This setting can be found by going to Account Settings >> Invoice Customisation, and then clicking the ‘Status’ box:

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5

Thank you very much it worked!!

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6

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