Finance | Project Operations, Human Resources, ...

Customer Payment Receipt

(0) Share

Report

Posted on by Macdee21

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)

All responses (5)

Answers (0)

Suggested answer

saurabh bharti 15,039 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

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

Was this reply helpful? Yes No
Macdee21 27 on at

Like (0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
JamesT 341 on at

Like (0)

Report
Copy link

Link copied!
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.

Was this reply helpful? Yes No
Suggested answer

Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

Like (0)

Report
Copy link

Link copied!

Hi Macdee,

You can evaluate to use "Customer account statement"

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,625 Moderator on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No