Payment Confirmation

[rhc]

Hi hvlondon,
Have a look in this article, it should answer your question

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…