After you have received a payment on a sales invoice in Xero, you can email a receipt to your customer to let them know their payment has been received. In this tutorial, we will send a receipt to a customer for a payment that has been received on a sales invoice in Xero’s demo company.
Bank Accounts Section in Xero
To get to the right area of Xero, go to Accounting → Bank Accounts from the main menu:
Now click on the link to the Business Bank Account:
Click on the Account Transactions tab if it is not already open:
Now choose the transaction for the money received from Dick Smith by clicking anywhere on the row:
A screen will open showing details of the receive money transaction. Click on the Options button at the top right-hand side of the screen and choose Send Receipt from the list of options:
A pop-up box will appear showing you details of the receipt and the email that will be sent to the customer. Once you are happy with the details, click on the Send button:
Once you have finished, a message will appear to confirm that the receipt has been sent successfully:
Congratulations! Now you know how to send payment receipts to your customers by email.