QB Issue Resolution:

I’d be glad to provide the steps you need, brad24.

 

You’ll want to open the payment that is linked to the invoice and then send it to your customer.

 

Here’s how:

  1. On the left panel, click Sales and select Customers.
  2. Click the customer’s name, and open the invoice.
  3. Select the 1 payment made link under PAID, and click the Date.
  4. In the Receive Payment page, click the Save and send button.
  5. From the Send email window, enter the email address and update the Body field.
  6. Click Send and close.

This process will send a Payment Receipt including the invoice information to your customer.

 

I’m also adding this article on how to email and customize the sales form.

 

Reach out to us if you need anything else. Thanks.

Resolution for Issue 'Client wants both an invoice and a sales receipt (proof of payment). Payment is set up so that I can process ACH for the client. Can I do this? I have more than 1 client that would like to receive an invoice, pay with an ACH that I process, and then also receive proof of payment. I’m able to send them an invoice via email and process the ACH payment, but they do not get any confirmation email that payment was made. If I attempt to do this with a sales receipt, they don’t get an invoice. I can do this all very manually by making an invoice, sending it and then deleting it… and then making a sales receipting and processing the payment… but that is very manual and requires that I remember to make the sales receipt (and invoice number) exactly the same. Too many ways to make mistakes. It seems that an email I should be generated when the ACH is processed or that I should be able to select to send them a payment confirmation when I process the ACH on their invoice.' available: Yes (Solved).
Source: Intuit Community forum.

Client wants both an invoice and a sales receipt (proof of payment). Payment is set up so that I can process ACH for the client. Can I do this? I have more than 1 client that would like to receive an invoice, pay with an ACH that I process, and then also receive proof of payment. I’m able to send them an invoice via email and process the ACH payment, but they do not get any confirmation email that payment was made. If I attempt to do this with a sales receipt, they don’t get an invoice. I can do this all very manually by making an invoice, sending it and then deleting it… and then making a sales receipting and processing the payment… but that is very manual and requires that I remember to make the sales receipt (and invoice number) exactly the same. Too many ways to make mistakes. It seems that an email I should be generated when the ACH is processed or that I should be able to select to send them a payment confirmation when I process the ACH on their invoice.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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