With Hurdlr’s invoicing feature, you can send invoices directly through the app. When invoicing a client, you have a couple of options for payment collection:
You can collect payment via credit card with Hurdlr’s payment collection feature. When using this feature, receipts are sent to your clients automatically once they complete the payment.
You can collect payment outside of Hurdlr’s payment collection feature (ie. cash, check, etc). With this option, a receipt is not sent automatically, but you have the option to manually send your client a receipt at any time.
To manually send a receipt, you must first ensure the invoice has been marked as paid. Then just follow these steps to send a receipt to your client:
On the mobile app:
Tap on the three dots in the top left corner
Tap on the Active gray bar and select “Paid” from the drop down menu
Choose the invoice that you want to send a client a receipt for
Tap on “Other Options” at the bottom of the page
In the pop up menu, tap on “Send Receipt”
On the web app:
Click on Invoices on the left side of the screen
Change the Type filter from "Active" to "Paid"
Click the invoice that you want to send a client a receipt for
Click the blue “Send Receipt” button to the right of the invoice