On desktop? Click HERE for the desktop help article.

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 Invoices tab

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

3) Tap Payment received

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

4) Complete the details as required

5) Tap the switch beside the option to send a receipt

6) Tap Save

NB It will send a receipt to the primary contact set in the client card. To send to other contact/s, best to send the receipt on your computer.

To send a receipt via bank feeds

1) Navigate to the the Bank feeds by tapping More

2) Tap Bank feeds

3) Find the relevant transaction then tap on it

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

5) Tap the switch beside the option to send a receipt

6) Tap Save

NB It will send a receipt to the primary contact set in the client card. To send to other contact/s, best to send the receipt on your computer.

To send a receipt via the Income page

1) Navigate to the the Income section by tapping More

2) Tap Income

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

4) Tap the switch beside the option to send a receipt

5) Tap Save

NB It will send a receipt to the primary contact set in the client card. To send to other contact/s, best to send the receipt on your computer.

To send a receipt for a full payment via the invoice

1) Go to the Invoices tab

2) Scroll down to the Paid section, if the payment has been recorded, and tap the relevant invoice you want to send a receipt for.

If the invoice has a status of outstanding, record a payment first. For more information about recording a payment, tap HERE.

Note: If an invoice has been paid via Stripe using a credit card, it will have been marked as paid automatically. To learn more, tap HERE.

3) Once an invoice is marked as Paid, open it and tap Send receipt

4) Edit the email if required. Tap Send now to send the receipt.

Note: The receipt sent via Rounded is accompanied by an email which can be edited at a template level on a computer browser. 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

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