Customer Payment Receipt

Jayneen L. shared this question 19 months ago
Answered

How can I create a customer payment receipt, and specifically, one that shows both the deposit and the balance payment? Another alternative would be to email an account statement, which I have created, but it does not show up as an option to email. Hoping someone can help.

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To send a statement you have to do it from the organizations in the events tab tab. You would need to create an organization then send from there. At the bottom of this article there is a video example of this.

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I appreciate the response. It just seems like extra steps when all the information is in other places already. In the mean time, we have come up with another solution for this customer, and it's not a situation that would arise frequently. I just really thought it would be easier, and I had already spent too much time on it. Thanks again for your answer.

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You're welcome!

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