Email or print a standard receipt

After you've made a batch deposit or recorded a customer payment in Xero, email a standard receipt PDF to let your customers know you've received their payment. You can apply a standard branding theme for your receipt, if you have created one.

Before you start

Email a receipt

  1. On the Accounts menu, select Bank Accounts.
  2. Click the name of the bank account you received a payment in.

    Image showing bank account name link.

  3. Find the payment and click it to see the details.

    It's called either Payment: multiple items, Payment: Name of customer (for a single payment), or Name of customer (Receive Money transactions).

    Image showing payment list in account.

  4. Either:
    • Click Send Receipt if you've made a batch deposit.

      Image showing link to batch send receipt.

    • Click Options, then Send Receipt if you've received a single payment.

      Image showing send receipt link.

  5. Enter or edit information in the Send Receipt window for the batch or single payment.
  6. Click Send.

If you have multiple invoices in a batch deposit for a customer, they'll receive one receipt PDF showing all payments received.

View and print a PDF receipt

  1. Record the customer payment or create a receive money transaction
  2. On the Accounts menu, select Bank Accounts.
  3. Click the name of the bank account you received the payment in.

    Image showing bank account name link.

  4. Find your payment and click it to open it.

    Image showing deposit to be receipted.

  5. Click Options, then select View Receipt (PDF).

    Image showing Receipt PDF option.

  6. Select the branding theme for your receipt and click OK.

    Image showing branding theme options.

  7. Xero downloads the receipt PDF to your computer. Browse to the downloaded file to open and print it.

    Image showing PDF receipt.

Fields to fill out for a receipt

Information about entering or changing fields in the Send Receipt window:

Information that displays on a receipt

The receipt displays all invoice payments for a customer. If you have selected a branding theme, that will be applied to the receipt.

Image showing receipt PDF.

The receipt displays additional information if relevant:

  • Credit notes
  • Prepayments and overpayments (if they're applied to an invoice)
  • Other payments applied

Image showing additional receipt information.

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