RB User Guide > Receivables > Send Payment Receipts

Sending receipts for payments

After posting payments, send clients receipts acknowledging the payments.

1. Receivables > Send Payment Receipts
2. *Post Date defaults to today and Send To defaults to Bill To. Click or use the search filters to restrict results before clicking :

• *Post Date

  To enter a different date, see Date Navigator.

• Send To

  Bill To – Default. Firm responsible for the invoice.

  Sold To – The firm that ordered the services invoiced.

• Created By

  The staff member who posted the payment. Click to select a user name from the Lookup User popup. All users are listed in the panel by default. To restrict the results, enter part of a user’s name in Search Criteria and click . To select a user, click their hyperlinked name.

3. All posted payments that meet your search criteria are listed. To:
   • View which invoice(s) a payment has been applied to, click . Any invoices paid with the payment are listed below the payment.
   • Export/print the list as a report, click and select an export file type. See Exporting & printing results.
4. Check the box in the header to select all payments or check the box(es) of specific payment(s) you want to acknowledge, then click Send.
5. Click OK in the Options popup to send the receipt email(s). If you want to preview the emails, edit, or attach files, see Emailing from RB. After sending the email, RB notes the result in the Results column of the Send Payment Receipts grid, and records the email in Tools > Email Log.

Reference

• Date Navigator
• Email Log

Step-by-step instructions

• Posting payments
• Exporting & printing results
• Emailing from RB