Payment receipts
An invoice asks for money. A receipt confirms it arrived. CoreHue creates one for every payment, so you and your client always have proof of what was paid and when.
When a receipt is created
Every payment gets a receipt as it's recorded, whether it came by card, through a client's proof you confirmed, or because you recorded it yourself. There's nothing to create.
Which receipts are emailed automatically
| How the payment arrived | Receipt emailed automatically? |
|---|---|
| You confirmed your client's payment proof | Yes |
| Card payment through Stripe | No |
| You recorded the payment yourself | No |
When you confirm a client's proof, CoreHue emails them a receipt straight away, with the amount, payment method, date, invoice number and remaining balance in the email itself. If they have no email address on file, it isn't sent.
For card payments and payments you record, send the receipt yourself when your client wants one.
Sending a receipt
- Open the invoice and find the payment under Payments received, or open the payment from Payments.
- Choose Send receipt.
- The composer opens with your client filled in. Edit the message if you like, or drop in an email template.
- Send it. The receipt PDF is attached, since receipts don't have a public link.
For commercial work, send the receipt without being asked. Their accounts team will want it, and it saves an email chase later.
Downloading a receipt
On the invoice, the payment's ⋯ menu has View receipt and Download receipt. On the payment's own page, the same thing is Download PDF.
Your client can download their own receipts too. Each payment listed on their invoice has a download button beside it.
What's on a receipt
A receipt is headed Payment receipt with its number, then your business details, who it was Received From, the Date Received, the Payment Method, any Reference, the invoice it settles, and the Amount Received in figures and in words.
Your business details come from Settings → Business, so it's worth filling them in properly. A receipt without an address or registration number is one a client's accountant may push back on. See Business details and logo.
On the Free plan, receipts and their PDFs carry "Powered by CoreHue". Plus and Pro can turn that off. See Removing CoreHue branding.
Receipt numbers
Receipts have their own numbering, separate from invoices. An invoice paid in three installments has one invoice number and three receipt numbers. The receipt prefix and starting number are part of your numbering setup. See Invoice defaults, terms and numbering.
Corrected and refunded payments
Editing a payment gives it a new receipt number, so the receipt always matches the payment. If you'd already sent the old one, send the new one.
A fully refunded payment no longer offers a receipt to your client, and its receipt can't be emailed.
Frequently asked questions
Why didn't my client get a receipt after paying by card?
Card payments through Stripe and payments you record yourself don't send a CoreHue receipt automatically. Only confirming a client's payment proof does. Open the payment and choose Send receipt to email the receipt PDF.
Can my client get their receipt without me sending it?
Yes. Each payment listed on your client's invoice page has a download button for its receipt, so they can save it any time.
Is the automatic receipt a PDF?
No. The automatic receipt email sent after you confirm payment proof shows the receipt details in the message itself. When you use Send receipt, the PDF is attached.
Can I change what the receipt says?
Not directly. The receipt layout is fixed, but your business details and receipt numbering come from your settings. Update those and new receipts pick up the changes.