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How can I notify my client when recording Offline Payments?
How can I notify my client when recording Offline Payments?

Here are a couple ways you can notify your client after you've recorded their Offline Payment.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

If you record the Offline payment in the billing tab, then go to contract and click "send to client" I'd just change the word "invoice" in the subject and email to "receipt". It'll send them the PDF of the invoice with the payment record and a link to their live invoice which will show their payment reflected.

Or, you can email them the Payment Record document from the Messages tab.

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