Customer Receipt form

Schmidty36

Quicken Business and Home allows for the printing and emailing an invoice to a customer. Is there a "Paid Receipt" form in Quicken? Basically, when I receive a payment from a customer, I'd like the ability to email a paid receipt to the customer to inform them that I received the payment and to thank them.

Quicken Anja

Hello @Schmidty36,

Thanks for reaching out! Yes, you can email a Paid Invoice (receipt) to your customers.

To do so, go into the Customer Invoices register and select the invoice that was paid, then click on the Display form icon (to the right of the Gear icon) to open the original (unpaid) invoice.

Once opened, at the bottom left, click on Receive payment…

Next, the Payment - Customer Invoices will open—click Enter, and you will automatically be returned to the same Customer Invoices register.

From there, you will again click on the same Display form icon (to the right of the Gear icon) to open the original invoice. Once it opens, you will see a red "Paid" stamp on the top right. If you see this, click Email… on the bottom right.

The Email preview window will open and you can customize your message as needed. Then, when you're ready to send, click Send Email and the paid invoice will be sent with your customized message.

I hope this helps!

Schmidty36

Fantastic! Thank you for not only answering, but providing step by step instructions.

Quicken Anja

https://community.quicken.com/discussion/comment/20474192#Comment_20474192

Absolutely, you're welcome! Glad I could help. 🙂