Receipts are generated whenever an invoice is successfully processed, either through automatic reconciliation or when manually marked as paid. Depending on your preferences, receipts can be delivered automatically as soon as payment is confirmed, or sent manually whenever needed. All receipts are dispatched via email or SMS text message, determined by the contact details configured on the customer's profile.
Setting the default for your organization
You can set a global default rule that applies to all newly created customers and invoices across your entire account.
- Click your account name in the top-right corner dropdown menu.
- Select Manage Organization.
- Navigate to Settings.
- Locate the Automatic Receipts toggle:
- On: Automatically sends a receipt for every paid or reconciled invoice.
- Off: Disables automatic receipts across the organization by default.
Overriding defaults for specific customers
If certain clients require special handling (e.g., a client who always needs proof of payment), you can override the organizational default on their profile.
- Navigate to Customers and select the customer profile.
- Locate the Customer Settings and Default Settings
- Under Automatic Receipts, choose one of three options:
- Use organization setting: Uses whatever setting is currently active under Manage Organization.
- On: Forces automated receipts for this customer, even if the organization setting is off.
- Off: Prevents automated receipts for this customer, even if the organization setting is on.
Adjusting settings on individual invoices
Your organizational and customer-level settings carry through to the invoice preview stage, where you can make single-transaction adjustments before or after sending.
- On the Preview Page: Look for the Automatic Receipts setting with its dropdown menu.
- Flexibility: Use this dropdown to toggle receipt automation On or Off for that specific invoice without changing the customer's overall profile default.
Sending receipts manually
If automated receipts are disabled—or if a customer requests an additional copy—you can manually trigger a receipt at any time for invoices that have been marked as Paid.
- Go to Invoices and locate the desired invoice.
- Click the ... (More Options) menu next to the invoice.
- Select Send Receipt.
- Choose whether to dispatch the receipt via Email or Text Message.
