I get asked fairly often by my clients for a receipt when they pay me.
Right now, I’m just recording a payment when my client has paid and then sending the updated invoice that shows the outstanding balance as zero dollars.
This works most of the time, but occasionally, people ask if that’s okay as a receipt, and honestly, I’m not sure if it is.
What I’d really love is for Solo to automatically fire off a Tax receipt when I record a payment, that way my customer knows I've got the money, they have what they need for their records and I don't have to spend time telling them what I already told Solo.
3 Comments
Great idea! So great we made it into a separate ideas post here.
Yeah this and vice versa — if I have to pay the occasional contractor — I want to send confirmation (rather than an unprofessional screenshot) that payment has been made 🙏
I agree. Some sort of remittance advice document that could be send out once an invoice is marked as paid would be very handy.
