Once an invoice is paid, you can provide an invoice statement as proof of payment.
- Open the invoice from the global Invoices page.
- Select the Invoice Statement button to generate a payment receipt for that invoice.
- The Invoice Statement will appear in a new tab. The receipt will show all payments applied to the invoice.
Email an Invoice Statement
You cannot email an invoice statement to a client directly from the web app. However, there is a workaround:
- Open the invoice statement and download it to your computer. We recommend renaming the file to something recognizable before saving it to your hard drive.
- Note: By default, the statement will be saved to your computer's Downloads folder.
- Open Outlook and select New Email.
- Draft a new email with the client's email address in the To: field.
- Select Attach File and then select Browse This PC.
- Select the invoice statement file and then select Insert.
- Select Send.