Email payment receipts to Customers through Agvance CRM by selecting the Email This option on the Payment on Account window.
In Accounting, choose the Add a Payment on Account icon or go to Accounting / A/R / Payments and select Add.
Choose a Customer and Select. Complete the payment details on the Payment on Accounts window.
To email a receipt, select the Email This option located in the lower left of the screen. Choose Show Email Addresses to review the email address on file. To provide the Customer with a printed receipt in addition to the email, select the option Print on Save.
Upon selecting Save, the receipt is emailed to the Customer.
Note: The Email This option is only available for Customers set up to receive CRM documents.
