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Email receipt for invoice payment

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The only thing I can find in help is how to email a Trust receipt, but I want to email clients a receipt for when they have paid their invoice.

Best answer by Jess

Hi,

Thank you for your message.

A lot of people will use the Payment Detail PDF as a receipt for invoice payments, you can find the Payment Detail button to generate this PDF within the paid invoice.

You can find the steps here: Generate an invoice proof of payment
 

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Jess
Smokeball Team
  • JessSmokeball Team
  • Smokeball Team
  • 16 replies
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  • January 17, 2024

Hi,

Thank you for your message.

A lot of people will use the Payment Detail PDF as a receipt for invoice payments, you can find the Payment Detail button to generate this PDF within the paid invoice.

You can find the steps here: Generate an invoice proof of payment
 

Ben
Sara Sultan
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  • ThomasContributor
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  • October 10, 2024

How do I put in a development request for a feature that, when a payment is recorded, automatically generates a Payment Detail and emails it to payer?

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    Sean - Jacaranda Law
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Thomas wrote:

How do I put in a development request for a feature that, when a payment is recorded, automatically generates a Payment Detail and emails it to payer?

Sorry to bring this thread up 6 months later, but this is a feature that absolutely must be implemented.

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