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Finance | Project Operations, Human Resources, ...
Suggested Answer

Customer Payment Receipt

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Posted on by 27

Hi,

Is there a way we can send customers a receipt when they clear their balance. Its either we can create a template that will be send manually or automated. Is that something that can be done.

Regards,

Macdee

I have the same question (0)
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Hi,

    You can try make use of Deposit slips when you post customer payments.

  • Macdee21 Profile Picture
    27 on at

    Hi Saurabh,

    Thanks for your reply please can you explain more how to go about and is it something that can be automated to send after the payment receipt and can we have a template that auto fills and send the customers.

    Regards,

    Macdonald

  • JamesT Profile Picture
    341 on at

    Hi MacDee,

    I don't recommend that you use the deposit slip for this requirement.

    • On the Accounts Receivable Method of Payment
      • Set the PAYMENT STATUS to SENT
    • Create a Customer Payment Journal
      • Process as normal
      • Ensure the STATUS on each line = SENT
    • Then in the PRINT menu at the top of the form you will get PAYMENT ADVICE
    • You can send this via email using Print Management.

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,839 Super User 2026 Season 1 on at
    Hi Macdee,
    You can evaluate to use "Customer account statement"
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Moderator on at
    I would check to see if there's a business event that could trigger an email when the balance goes to zero.  If it doesn't exist out of the box, one could be developed for this.

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