You can print a prepayment receipt, which serves as a confirmation of payment, directly from the client's page.
Print a Prepayment Receipt
To print a prepayment confirmation, follow these steps:
Go to the client´s page.
Select the Billing tab.
Find the Prepayments section.
Select the actions menu (...) for the prepayment you want to print.
Select Print.
If the prepayment was made as an overpayment on an invoice or as a credit note/formal invoice, you can print the invoice or credit note itself from the Invoice or Credit note page.
Email a Prepayment Receipt
While there is no direct email button for a prepayment, you can email a prepayment record to a client in the following ways:
Print to PDF: Use the Print button on the prepayment row to save the prepayment confirmation as a PDF, and then attach the file to an email.
Invoice Receipts: If the prepayment was made as an overpayment on an invoice or as a credit note, you can email the invoice directly from the Invoice or Credit note page.