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 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) Go to the Invoices tab
2) If you need to record a full or partial payment, tap the relevant invoice
3) Tap Payment received
Note: If an invoice has been paid via Stripe credit card payment or PayPal, it will be marked as paid automatically.
4) Complete the details as required
5) Tap the switch beside the option to send a receipt
6) Tap Save
To send a receipt via bank feeds
1) Navigate to 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
To send a receipt via the Income page
1) Navigate to 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
To send a receipt for a full payment via the invoice
1) Go to the Invoices tab
2) Scroll down to the Paid section, and if the payment has been recorded, tap the relevant invoice for which you want to send a receipt.
If the invoice is 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 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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