Sending receipts

Add and track part and full-payments for your invoices, show outstanding balances and send receipts for payments.

Tracking payments (or part-payments) for invoices

Here’s how to add a payment you've received:

  1. View your invoice
  2. Mark the invoice as sent (payments can only be added to sent invoices)
  3. Click ‘Add payment’ (the green button on the right-hand side) 
  4. Enter the payment amount you received. You can also enter a date the payment was received and any notes you require. 

The payment you added will then be displayed under the payments section. 

If the payment was only a part-payment, then the total outstanding balance will be adjusted - and displayed on your invoice - accordingly.

Sending receipts for payments

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

  1. View your invoice
  2. Payments are shown on the right-hand side. Click the ‘Send a receipt‘ link for the 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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