Once the incoming payment has been either categorised or matched to an invoice, and confirmed, Business Finance Assistant will automatically generate a sales receipt. You can send a receipt of payment to your customers by following the steps below:
- Go to 'Customers'
- Select the customer
- Select 'Sales Receipts'
- Press 'Email' to preview the receipt of payment and email it to your customer
- Press 'View Customer Statement' to email a balance of account
Alternatively, if an invoice was matched to the incoming payment, you can send your customer an invoice stamped with 'Paid' by following these steps:
- Go to your 'Invoices' page
- Click on the three dots alongside the 'paid' invoice
- Select 'Email', 'Print' or 'Download'
You will be taken to the 'preview' screen where you can view your invoice before printing, emailing or downloading: