Automatically send a receipt to your clients the moment a payment is marked as paid. This feature streamlines client communication ensures accurate record-keeping, and enhances your professionalism.
Follow these simple steps to enable and use this feature:
Step 1: Navigate to Income
-> Invoices
.
Step 2: In the Invoices table, locate the invoice you’d like to customize and select the corresponding record.
Step 3: On the right side of the table, click the three dots option and choose Get Paid
from the dropdown menu.
Step 4: Fill in the payment details, including the amount paid and the date.
Step 5: Select the Payment Method
Choose the method of payment (e.g.,bank transfer, cash).
Step 6: Tick the checkbox labeled Send Receipt To This Client beside the Amount field.
This ensures that a receipt will be sent automatically once the payment is processed.
👉 Want to know more about how to receive payments? Check out this article for a detailed guide!
Step 7: Click the Receive
button to finalize the payment.
What Happens Next?
Once the payment is successfully recorded:
An email receipt is automatically sent to your client’s registered email address.
Your client receives a professional, detailed receipt for their records.
Benefits of Automated Email Receipts
- Save Time: No need to manually send receipts.
- Enhance Communication: Keep your clients informed with prompt payment confirmations.
- Ensure Accuracy: Automatically generated receipts minimize errors.
For more tips or support, contact us at support@fynloapps.com. We're here to help!