Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Sending a payment receipt

Your client pays, and a week later their bookkeeper asks for a receipt. Instead of re-sending the invoice and hoping that counts, Sammy can email a proper payment receipt — a branded PDF that says who was paid, how much, when, and what for. It's exactly what a bookkeeper wants on file, and it takes about ten seconds to send.

Receipts are available on any invoice marked as Paid — including deposit and progress invoices, since each one is its own invoice.

Marking an invoice as paid

When the money lands, open the invoice and tap Mark as Paid. Sammy now asks two quick questions:

  1. Payment date — when the payment arrived (today is pre-filled)
  2. Payment method — bank transfer, cash, card, cheque or other (optional)

Recording these at the time means the receipt — and the PAID stamp on the invoice PDF — show the real payment date, not a guess made weeks later.

Want to send the receipt straight away? Flip on Email a receipt in the same screen and the receipt email opens as soon as you confirm — ready for you to check and send.

Sending the receipt

You can send a receipt whenever you like — right as you mark the invoice paid (with the toggle above), or any time later:

  1. Open the paid invoice — the main button is now Send Receipt
  2. Check the payment details. The payment date and method are shown and you can correct them here — whatever you set is saved back to the invoice
  3. The email is pre-written for you: "Thank you for your payment of $X received on {date}…" — edit it however you like
  4. Tap Preview to see the receipt PDF first, or Send Receipt to email it

Your client receives an email from your business with Receipt-INV-XXXX.pdf attached. Replies come straight back to you, and the send shows up in the invoice's Messages tab like any other email.

What's on the receipt

The receipt is a single page titled PAYMENT RECEIPT, showing:

  • Your business name, logo, ABN and licence number
  • Who the payment was received from
  • The payment date and method
  • Which invoice it pays, with the job description and site address
  • The invoice total, the GST included, the amount received and the balance remaining ($0.00)
  • "Received with thanks."

It's deliberately not another tax invoice — your client already has that. The receipt references the invoice by number, which is exactly what a bookkeeper filing for GST credits needs. On GST-exempt invoices, the GST line is left off.

Good to know

  • Send it as many times as you need. Lost email, second bookkeeper, end-of-year tidy-up — just tap Send Receipt again
  • Older paid invoices work too. If you marked an invoice paid before Sammy recorded payment dates, the receipt screen simply asks you for the date when you send
  • Invoices paid through Xero show Send Receipt as well — once the payment syncs and the invoice flips to Paid, you're good to go
  • A failed send never touches the invoice. If the email can't go out, the invoice stays marked Paid and you can retry from the Messages tab
  • Receipts cover the full invoice amount. Part-payment receipts aren't available yet