Finding a receipt and sending it again
Every payment has a receipt you can open from the payment itself, download as a PDF, or send again — to the customer, or to a different address when the person who paid is not the person who needs it for their records.
"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 payment — from the job, from the customer's payment history, or from the payments list — and the receipt is there. Every payment has one, whether it came in through LakeOps or you recorded a cheque by hand.
A receipt does not change
A receipt is frozen the moment the money moved. It shows what was paid, what it was for, how it was paid and what the tax was on that day — and it will say the same thing in three years, after your rates have changed twice. That is the difference between it and a statement, which is a picture of where somebody stands today.
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.
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.
Still stuck? Ask us — or go back to the help center.