Receipt for Customers after paying invoice

Brett Cole

Does anyone know if, and how, I can generate a receipt for a payment received in Reckon Hosted, that I can email to clients please? My business is for services provided so I generate an invoice which people pay after I have provided the service. As most of my clients aren't in my local area, I'd like to be able to email them a receipt once they have paid, but have been unsuccessful in being able to figure out how I can do that.

Jenni_9781955

Hi Brett. On the home page you have the received payments tab, then to the above right you have a Create Sale tab. Click on that, if you want to customise you receipts, then click on customise!   
Hope this helps!

Zappy

From the Customers menu Enter Sales Receipt. You are welcome

John Graetz

Hi Brett.  If you are trying to issue a receipt for a payment that has been received for an Invoice that you have issued, there is only one solution that I am aware of.  With the Customer Payment received window open, click on the History button, showing above the Customer Name.  You can then print off this history and send that by whatever means.  Please be aware though that this will only work properly, once the payment has been made in full.
John L G

Zappy

Thanks John. I didnt think it was a payment for an invoice

Kerrie H

I have the same issue when receiving payments and appling to invoices previously sent.  Once a payment has been applied to an invoice you can send another copy of the invoice which will have paid stamped on it.  I haven't found any way of issuing a receipt for a payment applied to an invoice.

GeoffP

A late response to this query, however I had a request from a client this evening for a receipt so started researching and ended up here. Previoulsy I had just sent another copy of the invoice watermarked PAID after the payment was entered.

However "PAYMENT RECEIPT" does exist.

In the "RECEIVE PAYMENTS" window, the options across the top are... 'Previous' - ' Next' - 'History' - 'Journal' - 'PAYMENT RECEIPT'

Once you have been paid by the client, you click this tab and a payment receipt is generated. Or click the drop down arrow for options to 'print' or 'email' the payment receipt. (You need to be in the window displaying the payment from the actual client you need to receipt.)

Now just to figure out if I can edit the format of the payment receipt.