Sending payment receipts to your customers is an essential part of maintaining transparency and professionalism. In MoverMate CRM, you can easily send receipts from two places:
From the Payments Table
From the Job Summary Page
Here’s a step-by-step guide for both methods.
Send a Payment Receipt from the Payments Table
Steps to Send a Receipt:
Access the Payments Table:
Go to the Payments section from the left-hand menu.
Find the Payment:
Look through the list or use the Search Bar to locate the payment for which you want to send a receipt.
Open the Payment Actions Menu:
Click the three-dot menu (⋮) next to the relevant payment entry.
Select “Send Receipt”:
From the dropdown options, click “Send Receipt.”
Confirm and Send:
Confirm the email address and any other details, then click “Send” to deliver the receipt to the customer.
Send a Payment Receipt from the Job Summary Page
Steps to Send a Receipt:
Access the Job Summary:
Go to the specific job for which the payment was recorded.
Navigate to the Finances Tab:
Click on the “Finances” tab to view the payment details.
Locate the Payment:
In the Payments section, find the payment entry for which you need to send a receipt.
Open the Payment Actions Menu:
Click the three-dot menu (⋮) next to the payment.
Select “Send Receipt”:
From the dropdown menu, choose “Send Receipt.”
Confirm and Send:
Verify the customer’s email address and click “Send” to email the receipt.