Once a client has paid or partially paid an invoice, you may need to send them a receipt to acknowledge the payment formally.
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) Navigate to the Invoices page by clicking Invoicing > All invoices
2) If you need to record a full or partial payment, click on the relevant invoice
3) Click Record a payment
NOTE: 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
NOTE: If the client card has two or more contacts, you can select whom 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 total or partial payment is for and edit the details if required
4) Put a tick on the box beside the option
NOTE: If the client card has two or more contacts, you can select whom 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
NOTE: If the client card has two or more contacts, you can select whom 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) Navigate to the Invoices page by clicking Invoicing > All invoices
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 To... 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
Remember to download the Rounded mobile app!
