When you have processed your clients payment, often they will want a receipt from the sale for their own record keeping. Once you have applied their payment, you will see a summary of the sale details; you can then print this or email it directly to the client. In this guide you will learn how to email a client their receipt. This is especially useful as a dispute prevention strategy!
For information on printing receipts, see our help guide How to print your client their receipt.
How to email a copy of the receipt
When you get to the sale complete screen, you will see a summary of the sale. If the balance is still owing and you have a payment gateway connected then you will also see a request online payment option. To email the client a copy of their receipt:
1
Click the email invoice button to send a copy of the receipt.
2
The client's email address will be automatically added here, but you can enter/edit it if need be.
3
Enter a message to accompany the receipt and click send.
4
When you are ready, click done to finish and return to the sales screen.