Help Center / Invoicing and payments /
Receipts
When an invoice payment clears, a receipt is generated automatically. The receipt records the payment amount, date, method, and the invoice reference, giving the client a formal confirmation of payment that matches your brand.
What the receipt includes
Each receipt shows the payment amount, the date the payment was received, the payment method used (card, PayPal, ACH, or manual), and a reference to the original invoice number. The receipt carries your workspace branding, matching the design of your invoices for a consistent client experience.
Sending receipts
Receipts can be sent automatically or manually. When auto-receipts are enabled in invoice settings, the receipt is emailed to the client as soon as payment is confirmed. When auto-receipts are disabled, receipts can still be sent manually at any time from the invoice detail view. The receipt email includes a link for the client to view the receipt in your branded portal.
Receipts for partial payments
For invoices with split payments or deposits, a receipt is generated for each individual payment. A three-milestone invoice produces three separate receipts, one for each milestone payment, each showing the specific amount and date for that payment.
Automatic receipts close the loop on every payment, so clients get confirmation immediately without waiting for a manual follow-up.
