Receipts to customers for paid invoices

Question

I have been informed by my business coach that I should be sending a payed receipt to my customers once a payment has been made and that its actually a requirement. However, i can not find any way to do this in MYOB.

Please help. Being able to send a receipt using the Matched to Customer Payment CR000730 number would be ideal.

Earl_HD · Answer

Hi @Everyone,

I just want to check if you're still having this issue? If so, feel free to post again and one of us will be happy to help.

Regards,
Earl

Earl_HD · Answer

Hi @pippypip

Thank you so much for your post and I am sorry to hear that you were having problems about sending receipts to your costumers. I really appreciate your patience and understanding about this issue and I do apologize for the delayed response. Currently, when your customer makes a payment, you can provide them a copy of the invoice (showing the payment) as a receipt. Our Help Article, Emailing and Printing invoices, has detailed information to assist with this. Having the payment receipt only to forward to customers is a great idea. This is duly noted and we really appreciate and valued your feedback/suggestions. We will relay this to the relevant team.

I would also recommend to post this in our Product Board Ideas for consideration by our developers and for others to vote on this feature.

Feel free to post again, we're happy to help.
Regards,
Earl

gavin12345 · Answer

Hi @pippypip

Yes it would be good to have this.

However sending a payment receipt is not 'a requirement', it may be good practice, it might be preferred, however it is not required. Not unless your contract with the customer requires it. It is otherwise optional. For tax purposes all the customer needs is a tax invoice. It does not even need to show that the balance is $0, those this might make it easier for the customers.

Regards

Gavin