Email a Receipt to a Customer

This allows you to send a receipt to a customer after a payment has been recorded.
It is commonly used to confirm that payment has been received.

Open Receipts

1. From the left-hand menu, click Receipts.

If Receipts is not visible:

1. Click Customize
2. Tick Receipts
3. Click Update

Open the receipt

1. Click on the receipt you want to send

The receipt will open in view mode.

Email the receipt

1. Click Email
2. Confirm the customer’s email address
3. Click Send

Notes

• The customer’s email address must be saved in the Customer record.
• If no email address is available, you can download the receipt as a PDF and share it manually.
• Sent receipts can be re-emailed at any time.