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How to send a receipt or a paid invoice

Receipts are never sent automatically. Send one when you choose.

Who can do this: Owners, managers, and anyone allowed to take paymentsUpdated Oct 25, 2026
  1. Open the invoice after a payment was taken.
  2. Choose:
    • Send receipt: a receipt for the payment, showing the invoice total, paid to date and balance due.
    • Send paid invoice: the invoice marked "Paid in full", once it's fully paid.
  3. Check the email address, add a CC or a note if you like, and send.

The invoice shows when the last receipt or paid invoice was sent.

Note: Nothing is sent automatically. If there's no payment on the invoice yet, record one first. See Take a payment.
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