How to view, send, and print payment receipts

"Can you send me a receipt?" should never take longer to answer than the payment took to receive. Every payment you record in WorkZen already has a receipt; your only job is to open it or send it.

Where the receipt actions live

The same two actions appear everywhere payments do:

Where	How
Payment detail page	The actions menu on a completed payment: View Receipt, Send Receipt
Payments list	Row actions: View Receipt, Send Receipt
Invoice detail, payments section	The same row actions on each recorded payment

View Receipt opens the receipt page in a new tab. It is the exact page your client will see, so what you check is what they get.

Send it to the client

Send Receipt opens a send window titled Send Receipt, pre-filled with the client's Email Address and a ready-made Message that references the receipt number, the invoice, and the payment date. Edit the message freely, and add extra recipients by separating addresses with commas (handy when the bookkeeper wants a copy). Click Send and the email goes out in the background with a link to the receipt.

Two rules to know. Receipts only exist for completed payments; a payment still marked pending has nothing to prove yet. And sending receipts follows the same company verification as sending invoices and estimates, so if WorkZen asks you to verify your business phone number first, that is the one-time setup for all outgoing documents, not a receipt-specific hoop.

Note

WorkZen does not send receipts automatically, even after an online payment. If your client wants paper proof, sending it is always a deliberate click, which also means no client is ever surprised by an email you did not choose to send.

What the client sees

The receipt page is a clean, printable document: your company header with logo and business numbers, a green Paid badge, the receipt number, who the payment was received from, the Payment Date, Payment Method, Reference Number and Invoice Number when present, the Amount Paid front and center, and any notes on the payment. Print and Download PDF buttons sit at the top, so the client can file it however their accountant prefers.

If the money later has to go back, that is a different document trail: see how to issue a refund.

Step by step

Open the payment

From the Payments page, the payment's detail page, or the invoice's payments section, find the payment you want a receipt for.

Click Send Receipt

The Send Receipt window opens with the client's email and a ready-made message referencing the payment and its invoice.

Adjust and send

Edit the message if you like, add more addresses separated by commas, and click Send. The receipt email goes out in the background.

Frequently Asked Questions

No. WorkZen never emails a receipt on its own, including after online payments. Sending a receipt is always your explicit action, so you decide when and to whom.

No. Receipts exist for completed payments only. Mark a pending payment as completed once the money lands, and the receipt actions appear.

Your company header with logo and business numbers, a Paid badge, the receipt number, who it was received from, the payment date and method, the reference and invoice numbers when present, the amount paid, and any notes.

Yes. The receipt page has Print and Download PDF buttons, and the same page opens for you through View Receipt.

Anyone who can view payments. Like invoices and estimates, sending requires your company to have completed the one-time verification for sending documents.