A cool feature that’s part of recurring billing is the ability to choose what you send to your customer every month. If the invoice is the same every time, chances are the customer may not need to see the invoice. Instead, you can send them a receipt when the customer pays the invoice, or when you auto-bill them.

Here’s how to send receipts to recurring customers:

  1. Log in to ZipBooks and click on Invoices.
  2. Select Recurring Profiles.
  3. Choose a profile from the list (click the Edit button above the invoice after you open it), or create a new profile
  4. In the Billing box on the right, use the slider buttons to choose whether you send invoices, receipts, both, or neither. For example: to send only a receipt every month, toggle "Send Invoices to On and "Send receipts" to Off. 
  5. Click Save.

Now your customer will receive only receipts every month, unless you decide to change the setting at some point.

If you have customers who pay upfront before even receiving an invoice, you can send a receipt instead.

Here’s how to manually create receipts for customers:

  1. Log in to ZipBooks and click on Invoices.
  2. Click the green + button in the top right to create a new invoice.
  3. Fill in invoice details as you would normally. Before sending, click Add a Payment.
  4. The Log Payment window will open. Enter payment information and check the box that says “Send receipt to…”
  5. Click Save.

Your customer will automatically be sent a receipt via email. 

Note: Once payment has been entered, you can’t generate a new receipt email. However, you can share the link for the receipt as many times as you need to (just copy and paste).  

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