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How to send a payment receipt to a customer in JobSheet

· Updated

Receipt options in Workspace

  1. Open Workspace → Notifications.
Workspace receipt notification setting on a computer
On a computer
Workspace receipt notification setting on a phone
On a phone
  1. Choose receipt behaviour:
    • Email payment receipt when you mark an invoice paid — on by default
    • Email payment receipt when customer pays by card — off by default (Stripe already emails its own receipt)
  2. A green tick appears on that row when it has saved.

When you mark paid manually

  1. Open a sent invoice.
Mark paid on a sent invoice on a computer
On a computer
Mark paid on a sent invoice on a phone
On a phone
  1. Optionally add payment reference and method.
  2. Choose Mark paid.
  3. If the receipt setting is on and the customer has an email, JobSheet sends a receipt email (one customer email from allowance).

When the customer pays by card

  • Stripe sends a card payment receipt to the customer automatically.
  • Turn on the JobSheet Stripe receipt setting only if you also want a JobSheet-branded confirmation.

Tips

  • Receipt emails require customer notifications to be on.
  • Void invoices do not send receipts.
  • Your accountant still uses Reports and register exports, not the customer receipt.

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