How do I send a receipt after a payment is made

There are two ways that a receipt is sent from our system:

  1. Automatic Receipt for Online Payments:
    • If a payment partner is integrated in your area (e.g., online payment via Paystack) and you request payment through the payment partner, the system will automatically send a receipt to the client once the payment is completed.
  2. Manual Receipt for Marked Payments:
    • When you manually mark an invoice as paid via the menu option for that invoice, a receipt will be sent to the client.

Where Receipts Are Sent:

  • Receipts are sent to the client’s email on file.
  • Any linked contacts marked to receive email notifications will also receive a copy of the receipt.
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