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    • Customer Receipt form

    Quicken Windows Subscription Member
    edited February 28 in Business and Rental Property Tools (Windows)

    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.

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    Answers

    • Moderator mod

      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.

      {062736FC-3C28-4530-90E0-442AADD5CB02}.png

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

      {F4543E17-5183-43E2-A242-BF1D4B2C83FA}.png

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

      image.png

      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.

      {7DBC7BA3-5E19-4487-AF52-BBFBE3915F0C}.png

      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.

      image.png

      I hope this helps!

      -Quicken Anja
      Make sure to sign up for the email digest to see a round up of your top posts.

    • Quicken Windows Subscription Member

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

    • Moderator mod

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

      -Quicken Anja
      Make sure to sign up for the email digest to see a round up of your top posts.

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