Sending receipts

Sending receipts for payments

Receipts can be generated for any payments you log for an invoice:

  1. View your invoice - payments are listed on the right-hand side
  2. Select the … > View receipt for the relevant payment
  3. The receipt will be shown - here you can print your receipt, download it as a PDF, or email it to your customer.

The receipt will display the payment amount and the balance remaining.
If you email your receipt to your customer, that activity will be tracked for your receipt on the right-hand side against that receipt.

If your customer replies to your email message, we'll send you an email letting you know, and send you a notification within YourTradebase.

Showing part-payments on your invoices

If you’ve received a part-payment or deposit for an invoice, you can display the payment and outstanding balance on your invoices.
Here’s how to show part payments on invoices:

  1. View your invoice
  2. Add a payment to your invoice
  3. Your payment should display on your invoice as default. If it’s not showing, click the ‘Customise’ button and select ’Show payments received’.

The payments received to date and the outstanding balance for the invoice will then be displayed with your invoice total.

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