Client Payment Receipt

Create a client payment receipt using the following steps.  

1. Navigate to Payments > Search Payments. 
2. Use the search filters to locate the payment you want to create the receipt for. You will typically enter the client's name, a specified date range, and to only show client payments.
3. Click the Tools icon next to the payment. 
4. Select Create Receipt from the menu.                                                                                             
5. The receipt will automatically download as a PDF. You can also use the popup window to send the file via email.                                                                                                                      

What if my client needs a receipt for multiple payments?

The best way to provide a receipt for multiple payments is to use the client's ledger statement. This can be found by going to Billing > Bill Client > Ledger Statement. For more information on the client ledger, please see: Client Ledger Statement.