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How to Send a Copy of an Invoice Receipt

TL;DR

You can send a copy of an invoice receipt directly from the order or invoice screen. Choose “Resend Receipt” or download a PDF to email manually. Perfect for buyers who lost their original email or need documentation.

Why Sending Receipts Matters

Providing an invoice receipt ensures donors and buyers:

  • Have proof of payment
  • Can submit documentation for reimbursements or taxes
  • Feel confident in their transaction
  • Receive clear records of their support

This also helps your team maintain accurate financial tracking.

Step 1: Log In to Your Event Dashboard

  1. Log in to your auction dashboard.
  2. Select the event where the transaction occurred.
  3. Go to Orders, Invoices, or Transactions.

Step 2: Search for the Invoice

  • Use the buyer’s name, email, or invoice number to locate the transaction.
  • Click the invoice to open its details.

Step 3: Click “Resend Receipt”

  • Find the “Resend Receipt” or “Send Copy” button.
  • Confirm the buyer’s email address or update it if needed.
  • Click Send.
  • The system emails the receipt automatically to the recipient.

Step 4: Download a PDF Copy (Optional)

  • If you prefer to send it manually or print a hard copy:
    • Click Download PDF.
    • Save the file to your computer.
    • Email it as an attachment or print it for in-person pickup.

Step 5: Add a Custom Message (Optional)

  • Some systems allow adding a short note before resending the receipt.
  • You can use this to include:
    • A thank-you message
    • Tax information
    • Contact details for follow-up questions

Step 6: Confirm Delivery

  • Check your Email Log or Activity Log to ensure the receipt was sent.
  • If the email bounces, double-check the recipient’s address.

Pro Tips for Sending Receipts

  • Encourage bidders to whitelist your event email address.
  • Double-check email spelling before sending.
  • For offline payments, ensure the invoice is marked “Paid” before resending.
  • Keep your invoice branding up to date for a professional look.

Frequently Asked Questions

Can I resend an invoice receipt to a bidder?

Yes. You can resend receipts directly from the invoice screen with just one click.

What if the bidder didn’t receive the original email?

You can resend the receipt or download it as a PDF and send it manually via email.

Can I change the email address before resending?

Yes. You can update the email address in the invoice record before resending the receipt.

Can I include a note when resending?

Yes. Some platforms allow you to add a custom message or note when resending receipts.

Can I print a hard copy of the receipt?

Yes. Download the receipt as a PDF and print it directly from your device.

Will resending the receipt update the invoice?

No. Resending only sends a copy of the existing invoice. It won’t change any invoice details.

Can I resend receipts for unpaid invoices?

Yes. You can resend unpaid invoices to remind bidders to complete their payments.

What if I need to resend receipts to multiple people?

You can either resend one by one or download and batch email them manually.

Can receipts be sent to someone other than the buyer?

Yes. Update the email address or forward the PDF copy to another recipient, like an accounting department.

Will the resent receipt show updated branding?

Yes. If you’ve updated your invoice design, the resent receipt will reflect the new branding and layout.

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