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Send a receipt by email ​

From the receipt preview, the Send panel opens on the side, exactly like sending a quote. The PDF goes attached, the reply comes back to your center, and the recipient gets saved to the client's record.

Sending a receipt by email

Only a charged receipt goes out ​

This is the one difference from a quote, and it is deliberate.

  • A draft has no number yet and the paper stamps "DRAFT — not paid yet". Sending it invites the client to pay against something that can still change.
  • A voided one has already been replaced by another receipt. Sending it is sending a document that no longer means anything.

If the Send button is not available, that is why.

What the preview records ​

Once it goes out, the receipt says who it went to and when. It keeps the last send, not a log — the question it answers is "did the client get this?", and for that the last one is the one that counts.

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