When a client's payment is processed through TravelJoy, such as a payment on a direct invoice or smart proposal, a receipt is sent to the client automatically as a record of their transaction.
However, there is no immediate transaction when a client provides an authorization. In this situation, you'll decide whether to send the receipt when marking the payment as paid.
Choose an option when completing payment
When you mark a payment as paid, you'll see a dialog box with the payment number, amount, and other details. Near the bottom of this dialog box, you can decide whether to send a receipt by checking or unchecking the "Send client receipt" option.
💡 If you used the client's card to pay a supplier who sends receipts directly to clients, you may wish to uncheck this box so the client knows they were only charged once. |
Â
Once a receipt has been sent, you can return to the invoice at any time to resend the receipt.
Choose a default optionÂ
If you rarely send receipts when marking a supplier payment as paid, it can get cumbersome to uncheck the box every time. Instead, you can turn this setting off by default, so that the box is always unchecked.
To do this, visit Settings -> Invoice and uncheck the box labeled "Send client receipt checked by default," then click Save:
​
​​
​
Comments
0 comments
Please sign in to leave a comment.