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What
What
On this page, you will learn how to send a receipt to your customers after they have paid fully or partly paid an invoice in Xero
Who
Who
Office Admin + James
When
When
Day-to-day operations
Where
Where
xero.com
Why
Why
It is important to know how to generate a receipt especially when clients request one after they have made an invoice payment
Steps to Complete Task ☑️
Steps to Complete Task ☑️
Step 1: On the Xero Dashboard, go to your bank account that will receive the payment.
Step 1: On the Xero Dashboard, go to your bank account that will receive the payment.
In our case it would be the Macquarie Account. You may 1) click on the account or 2) go to Accounting tab > Bank accounts.
Step 2: Click on Macquarie Account > Account Transactions
Step 2: Click on Macquarie Account > Account Transactions
Step 3: Find the money that you received > click on the transaction
Step 3: Find the money that you received > click on the transaction
Step 4: Go to Options > click on either 1) Send Receipt via email or 2) View Receipt (PDF) and send through an external email
Step 4: Go to Options > click on either 1) Send Receipt via email or 2) View Receipt (PDF) and send through an external email
Step 5: Preferably, just go ahead and send it directly through Xero.
Step 5: Preferably, just go ahead and send it directly through Xero.
So click on Send Receipt and fill out the pop up window. Check the recipient email and go down and check the details. You may send yourself a copy by ticking on the box. When you are done, click Send.
Step 6: Once sent, you can see a notification message on top of the window saying "Receipt has been sent to <client's name>"
Step 6: Once sent, you can see a notification message on top of the window saying "Receipt has been sent to <client's name>"
Last Update Date: 26/06/23
Updated By: Lesley
Page updated
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