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How to Record a Manual Payment and Send the Receipt to Your Client?

In this article, you will learn how to record a manual payment and send the receipt to your client.

Written by David Arteaga


1. Starting from an Invoice, Click on 'Recive Payment'

Starting from an Invoice, Click on 'Recive Payment'

2. Add All Payment Details

Add All Payment Details

3. Make Sure to Keep 'Email Receipt' Option

This will automatically be selected when adding a payment, so make sure to maintain it like this

Make Sure to Keep 'Email Receipt' Option

4. Click on 'Save'

Click on 'Save'

5. See Your Payment Added

See Your Payment Added

6. See How a Receipt Would Look Like for a Customer

See How a Receipt Would Look Like for a Customer

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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