Steps to Send a Receipt
From the left-hand menu, navigate to:
Payments → Accounts Receivable → CustomerLocate the invoice you want to send a receipt for:
Use the search bar to enter the invoice number, or
Scroll through the list to find the correct invoice
Click the Receipt button next to the invoice.
Choose how you’d like to send or download the receipt:
Email – Send the receipt directly to the customer
Print – Print a physical copy
PDF – Download a digital copy
Tips
Make sure the customer’s email address is correct before selecting Email.
Use the search bar to quickly find invoices, especially in larger accounts.