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 a job). 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 \u2014 along with invoice information such as:<\/p>\n Select all the posted payments or only specific ones to send receipts for.\u00a0Payment receipt emails will automatically include the payment receipt as the body of the message. RB9 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 RB 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 RB9 notes the result in the Send Payment Receipts grid \u2014 and records the email in the Email Log<\/a>\u00a0(RB9 Standard function only)<\/em>\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 a job.<\/p>\n Job:<\/strong> Usually the reporting of a deposition but can also be any kind of service you provide with your reporters or other resources. More ><\/a><\/p>\n\n
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Automatic email receipts<\/h2>\n
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RB9 concepts in this lesson<\/h4>\n