Send a receipt or the paid invoice

Why use it

When a client pays by check or transfer, they often want written confirmation. Sending the receipt from Moodiri gives them a clear record of what you received and keeps a note on the payment that it was sent, so nobody wonders later.

When to use it

• Your client paid by check, wire or Zelle and you recorded it. Send a receipt.
• The client paid before you issued the invoice. You recorded the payment on the draft, so the invoice is Paid but was never sent. Choose Send paid invoice to give them the invoice for their records.
• The invoice was paid entirely from client credit. Send paid invoice sends the settled invoice.

Before you start

• Only the owner and admins can send receipts and paid invoices.
• The client needs an email address. Without one you see This client has no email on file. Add one to send a receipt.

Steps

1. 1

Try it: guided demo

1. 1Record & send receipt

1. While recording a payment, choose Record & send receipt to save it and email your client the receipt in one step.
2. For a payment you already recorded, open Financials and find it under Manual payments.
3. Open the payment's actions, here the $13,800.00 check on LS-016-INV001, and choose Send receipt. It sends right away.

What happens next

• Your client gets the email at the address on their client record.
• Send paid invoice confirms with Paid invoice sent to your client's email. If delivery is delayed, Moodiri says the email is queued and will retry automatically.
• Your client can also see the invoice and its payments in their portal. See Download PDFs and receipts.

Limits

Troubleshooting

• Couldn't send the receipt. Try again in a moment.
• The paid invoice copy could not be sent. Please try again. Choose Send paid invoice again.