Sending Payment Receipts

After you record a payment, send a receipt right away so your client has confirmation for their records. KorField Pro lets you send receipts by email or SMS.

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Sending a Receipt

1. Open the invoice.
2. Go to the payment you want to confirm.
3. Tap Send Receipt.
4. Choose email or SMS.
5. Confirm and send.

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Send by Email

When sent by email, the client receives:

• A payment confirmation message
• Receipt details (amount, date, and payment method)
• A PDF receipt attachment for bookkeeping

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Send by SMS

When sent by SMS, the client receives:

• A short payment confirmation message
• A secure short link to view the receipt in the client portal

SMS is useful when clients need immediate confirmation on-site.

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Best Practices

1. Send receipts immediately after payment collection.
2. Use both email and SMS for larger payments.
3. Keep client contact details up to date.
4. Resend a receipt if a client reports they did not receive it.

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Need More Help?

Need help with receipts or payment confirmations? Contact support at support@korfieldpro.com or visit the help center.