After a customer makes a payment, they may need a receipt for their records. PRO Software allows users to send receipts quickly and efficiently via email in just three clicks.
Steps to Send a Payment Receipt by Email
- Locate the Paid Invoice
- Navigate to the customer’s paid invoice in PRO Software.
- Open the Action Dropdown
- Click the Action dropdown menu.
- Select "Send Receipt by Email"
- Choose the option to send the receipt electronically.
- Review and Send
- A new email window will open.
- Review the details to ensure accuracy.
- Click Send to deliver the receipt to the customer.
đź“Ś Tip: Sending receipts by email is especially useful for customers who pay by cash or check, as they may not receive an automated digital confirmation.
Final Thoughts
By using PRO Software’s built-in receipt feature, businesses can ensure that customers receive timely and professional payment confirmations. This simple process improves customer satisfaction and record-keeping.