Sending a Client Receipt

The ability to send out a receipt to your client for paying an invoice is included with your Invoice2go subscription.

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Send a receipt directly from your Invoice

You can see the option to send a receipt on any invoice you have marked as paid. When you open any invoice and record a payment for the first time, the option to send your client a receipt will appear on the screen. You may then preview and send the receipt. You may also send a receipt for each separate transaction, or a receipt for the fully paid invoice displaying all transaction history for that invoice. 

Send a receipt directly from your Invoices list

When you go to your Unpaid Invoices list and mark an invoice as paid, you will see the option to preview and send a receipt. 

Turn on receipts in Settings

You can also turn on the option in your app Settings. To do so:

iOS and Android 

  1. Tap on the Profile icon in the top right corner
  2. Tap on Client communication
  3. Below the section labeled Post payment option, toggle on Payment receipt
  4. Tap on the green back arrow in the top left corner to save your changes

Web

  1. Click on your Company name in the upper right corner
  2. Click on Account & settings
  3. Go to Client communication
  4. Below the section labeled Post payment options, toggle on Payment receipts
  5. Click Save in the top right corner

 

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