cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
loucross149
Level 1

Can I create a receipt to e-mail to a customer showing that he has paid? He needs it for an insurance claim.

 
1 REPLY 1
MirriamM
Moderator

Can I create a receipt to e-mail to a customer showing that he has paid? He needs it for an insurance claim.

It's nice to have you in the Community, loucross149,

 

I'm here to lend a hand on how to email receipt to your customer.

 

When already received payment, here's what you'll need to do on how to email receipt:

  1. Click Sales in the left navigation menu.
  2. Go to the Customers tab, then click the name of the customer.
  3. Locate and open the paid transaction.
  4. Click the payment link found below the Payment Status, then click the date.
  5. In the Receive Payment section, click Save and send button.
  6. Enter email address in the Send email window.
  7. Click Send and close.

That's it! By the following the steps above, I'm confident that this will get you pointed in the right direction.

 

The Community has your back, so please don't hesitate to reach back out if you need anything. Have a great day!

Need to get in touch?

Contact us