Howdy,

I can’t seem to find out how to send a “payment received” email to my client. Is it currently possible to do this? If not, it’s a nice feature to have.

You can choose to send one when you record a payment.

Click the Record Payment button when looking at an invoice listing on the home page, viewing an invoice, or on the Accounting Overview screen.

On the right-hand side of the Record Payment screen you can choose to send an email, and even include a custom message.

Seth,

Thanks for letting me know about sending the email. However, in this case I recorded the payment by clicking on the “apply payments” link from the actual invoice itself. This link brings up a popup where I can include the date and amount of the payment, but there’s no place in this popup window to send an email to the client.

Now that I know about the procedure you describe, I’ll record payments this way from now on—but it might be good to have the link available from the payment popup window as well, just for consistency’s sake.

Thanks again!