After posting payments for outstanding invoices, send receipts to clients.\u00a0<\/strong>You can customize the subject line and contents of your company\u2019s email receipt, then use this function to automatically send receipts to clients.<\/p>\n In Send Payment Receipts, the post date defaults to today and the recipient defaults to Bill To clients (companies responsible for paying the invoices). You can select a different date to view payments for and change the recipient to Sold To clients (companies that ordered your services or are otherwise responsible for an order). You can also restrict the results to only payments posted by a specific staff member.<\/p>\n Payments in the results list include:<\/p>\n With a click you can view which invoice(s) any payment in the list has been applied to,\u00a0along with invoice information such as:<\/p>\n Select all the posted payments or only specific ones to send receipts for. Payment receipt emails will automatically include the payment receipt as the body of the message. MR9 comes with a default payment receipt form that you can customize<\/a>. Or you can create your own. Customize the Subject line of payment receipt emails with default text and MR data fields in System Preferences<\/a>.\u00a0<\/i><\/p>\n You can preview the emails before they are sent. In preview mode, you can:<\/p>\n After sending the email, MR9 notes the result in the Send Payment Receipts grid, and records the email in the Email Log<\/a>\u00a0so you can refer back to it later.<\/p>\n TL;DR: Send clients\u00a0customized\u00a0receipts acknowledging posted payments.<\/strong><\/p>\n Bill To client:\u00a0<\/strong>Client responsible for paying the invoice for an order.<\/p>\n Sold To client:<\/strong> Client responsible for an order with your company<\/p>\n","protected":false},"excerpt":{"rendered":"\n
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Automatic email receipts<\/h2>\n
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MR9 concepts in this lesson<\/h4>\n