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How do I send a receipt for an invoice? (Pro)
How do I send a receipt for an invoice? (Pro)
Updated over a week ago

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:

  1. You can collect payment via credit card or bank transfer with Hurdlr’s payment collection feature. When using this feature, receipts are sent to your clients automatically once they complete the payment.

  2. 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. To send your client a receipt for any paid invoice, follow these steps:

On the Mobile App

  1. Tap on the three dots icon in the top left corner

  2. Select ‘Invoicing’

  3. Tap on the gray bar that says ‘Active’ and select ‘Paid’ from the drop down

  4. Tap on the invoice that you want to send a receipt for

  5. Tap ‘Other Options’ at the bottom of the page

  6. Tap ‘Send Receipt’

On the Web App

  1. Click on Invoices on the left side of the screen

  2. Change the Type filter from ‘Active’ to ‘Paid’

  3. Locate the invoice that you want to send a receipt for

  4. Click the blue ‘Send Receipt’ button on the far right

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