Once a client has paid or partially paid an invoice you may need to send them a receipt to formally acknowledge the payment.

There are three ways to send a payment receipt:

  • via an invoice when OR after recording a full or partial payment

  • via bank feeds when OR after reconciling a full or partial payment against an invoice

  • via an income record when OR after recording full or partial payment against an invoice 

To send a receipt via an invoice

1) Go to the main invoices section and find the relevant invoice

2) If you need to record a full or partial payment, click on the relevant invoice

3) Click Record a payment

NB If an invoice has been paid via the Stripe credit card payment or PayPal, it will have been marked as paid automatically.

4) A panel will slide out from the right. Complete the details as required

5) Put a tick on the box beside the option

NB If the client card has two or more contacts, you can select who to send the receipt to by clicking the recipients link

To send a receipt via bank feeds

1) Click Bank feeds from the main menu

2) Hover on the transaction then click Add to income

3) Select the invoice the full or partial payment is for and edit the details if required

4) Put a tick on the box beside the option

NB If the client card has two or more contacts, you can select who to send the receipt to by clicking the recipients link

then untick/tick the box beside the contact to send the receipt to

To send a receipt via the Income page

1) Click Income on the main menu

2) Add the income record for the partial or full payment against an invoice and enter all the details

3) Put a tick on the box beside the option

NB If the client card has two or more contacts, you can select who to send the receipt to by clicking the recipients link

then untick/tick the box beside the contact to send the receipt to

To send a receipt for a full payment via the invoice

1) Go to the main invoices section and find the relevant invoice

2) If you need to record a payment and mark the invoice as paid, click on the relevant invoice which will be in the Outstanding section of the main invoice page.

3) Click Record a payment

4) A panel will slide out from the right. Complete the details as required and click Save to continue.

5) The invoice will reload (Note status will be updated to PAID IN FULL). Click Send receipt to continue.

6) A panel will slide out from the right. Click on the Add emails field to enter an email address or click on the default email address of the client. 

7) Click Send receipt to send the receipt.

Note: The receipt sent via Rounded is accompanied by an email which can be edited at a template level. Click HERE to learn more.

The client will receive an email with a PDF attached which will show the following information:

  • Confirmation that the document is a receipt

  • Confirmation the balance remaining is $0

  • Confirmation of the date the invoice was paid 

Don't forget to download the Rounded mobile app!

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