Finding a receipt and sending it again

"I never got the receipt." It is the most common thing a customer phones an office about, and it is usually true — mail goes missing, or it went to the address they had two years ago, or their bookkeeper needs a copy and never had one.

Finding it

Open the customer and choose Payments and receipts. Every settled payment is listed with its receipt beside it — read it, download it, or send it again. Every payment that collected money has one, whether it came in through LakeOps Payments or you recorded a check by hand; a declined card or a bank payment still clearing has nothing to receipt yet. See a customer’s payment history.

A receipt does not change

Sending it again

Press send and it goes to the customer. You can also send it to a different address without changing anything on the customer record — a bookkeeper, an accountant, a property manager, a spouse who handles the bills. That is the usual reason for the call.

Sending it again does not create a second payment or alter anything. It is the same document, posted twice.

Downloading it

There is a PDF, for when somebody wants to file it or attach it to something themselves.

The customer can get it themselves

Often they do not need to call at all. The receipt email links back to their own page for the job once the job is finished, and that page lists each payment on the job with its receipt: the same frozen document, to read, download as a PDF, or Email me a copy to the address you have on file. A job they have finished paying for says Paid in full at the top. There is no login — the link is the key, as it is for everything you send them.

“Email me a copy” goes only to the address on the customer record, never one typed on the page, and it will not send the same receipt twice within ten minutes. If the address has bounced, the page says so and offers the PDF instead.

Who can do this

Looking a receipt up needs permission to view money. Sending one is a separate permission — the same one that mails a pay link or a statement — because mailing a customer about money is a different act from looking the money up. See permissions and custom roles.