Skip to main content

Receipt for client




  • Sara

    Hi Sara,

    Currently the only form of a receipt that can be provided to a client is a paid invoice or a statement. If you need to include the client's credit card number on the document, you could only add this to an editable unpaid invoice. A notes section is included at the bottom of an invoice where you have the option to add that information. Additionally, we don't have access to receipts for payments from Stripe.

    Comment actions Permalink
  • Joanne Weis

    This is frustrating. I am having the same issue. I don't understand why we can't send what we see in the billing transactions that give the last 4 of the credit card.

    Comment actions Permalink
  • Lindsey Lawrence

    I would love to see Simple Practice fix this by adding payment type to the paid invoice.  Adding the last 4 digits of what card was used, or the check #. 

    Comment actions Permalink

Please sign in to leave a comment.