I’m not sure exactly how it works if your customers are paying online through the QuickFile Stripe integration or similar, as I don’t use that myself. If you don’t have an automated feed, or if you’re receiving payment in cash or similar rather than direct into your bank account then you use the “log payment” button at the top of the invoice instead of the tagging mechanism. If you have an automatic bank feed then you will get an untagged “money in” transaction on your bank account when a customer pays you, you click on the red “tag me” button then select “payment from a customer” to assign the payment to the invoice or invoices. “Log payment” or “payment from a customer” are the two ways to assign a payment to an invoice. For SHAREMANUALLY, Square does not send invoices or receipts to the customer. For SMS, Square sends a link to the invoice payment page. For EMAIL, Square sends a copy of the invoice. You will then see a checkbox when logging a payment to an invoice “Send an email notification to the client”. When using a Bonsai invoice template you will have the ability to add payment options to your invoices. Invoices are sent on the scheduledat date if one is specified otherwise, they are sent immediately after the invoice is published. To send a client payment confirmation email you will first need to ensure that your client has an associated contact record (individual name and email address). When marking an invoice as paid or tagging a client payment from the bank QuickFile allow you to send your client an email confirmation to let them know you have received the payment. Overview Of Receipts Right now, a tenant has made a deposit on rentals starting 1 November.
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