How can I send a receipt of payment?

Here's how you can send your clients a full list of all payments made on a project as a receipt.

Colin Connor avatar
Written by Colin Connor
Updated over a week ago

If your client has made a payment and you want to send them a receipt or proof of payment, head into the project and click 'Send to Client'.

From here you can let your client know that you're sending them a receipt and the proof of payment will be on the last page of the attachment.

When you client views the attached PDF, the last page will contain a full list of payments.

Or, you can send your client the Payment Record document.

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