Send receipt by email

Sending a receipt email allows you to provide confirmation of a payment directly to the customer.

This is typically used after a payment has been received, ensuring the customer has a record of the transaction for their own reference. Receipts confirm that funds have been successfully processed and help reduce payment queries or disputes.

In Utilmate, sending a receipt email ensures customers receive timely confirmation of their payment, supporting clear communication and accurate record keeping.

To email a receipt to a customer, click on the Accounts Receivable menu, then Transaction List and select Send Receipt Email from the Receipt Actions drop-down.

Select the invoice you wish to generate an email for from the drop-down list, then Save. The email is generated using your Payment Receipt template

Tip: If you'd like receipt emails to be sent automatically for web payments, this can be configured in your company settings. To enable this feature, please raise a support ticket.