Summary
The article outlines six different ways to provide customers with payment receipts when using ZenMaid or common payment platforms:
Stripe or Square: Automatically sends receipts when customers pay their ZenMaid Invoice or when a saved card is charged.
Paid Invoice in ZenMaid: Once marked as PAID, invoices can be sent to customers, showing payment confirmation.
PayPal: Sends an automatic electronic receipt to the customer’s email upon payment.
Zelle: Customers can download or print receipts via their bank’s app or online transaction history.
Venmo: Allows sending a digital receipt by entering the customer’s email in the app; includes payment details, sales tax, business info, and a QR code.
Cash App: Issues monthly statements (available 5 business days after month-end) showing balances, fees, and transaction history, which customers can access in-app.
The guide emphasizes multiple payment platforms and how each generates electronic receipts for recordkeeping, storage, and sharing.
Stripe or Square
ZenMaid supports both Stripe and Square for processing payments, and each platform offers simple ways to send receipts to your customers.
Square: Sending and Resending Receipts
Sending digital receipts at the time of sale
Ensure Digital Receipts are enabled: in the Square Point of Sale app, go to More > Settings > Checkout > Signature and Receipt. Toggle the Skip Receipt option as needed.
After processing payment, the customer can enter their email or phone number on the receipt screen, then tap Send to deliver the receipt.
Resending a receipt later
In the Square app, navigate to Transactions, locate the payment, and tap New Receipt to resend.
From the Square Dashboard (online), go to Transactions, find the payment (using date tools), click it, and choose Send Receipt under Actions.
For Square Terminal users (cash or other tenders)
Process the transaction as usual, then when prompted, select whether the customer wants a printed receipt or a digital receipt via text or email.
Bonus—Customizing receipts
You can add your brand logo and colors to receipts via Receipts settings on Square Dashboard: go to Settings > Branding, then publish the branding for your locations.
Stripe: Sending and Managing Receipts
Automatically send receipts
In your Stripe Dashboard, click the Settings (gear icon) > Business settings > Customer emails, then toggle on Successful payments. This sends automatic email receipts after each successful payment (you can also toggle on Refunds if desired).
Customize receipts
In Dashboard Settings > Business > Branding, you can upload your logo and brand colors to tailor the appearance of email receipts.
Manually send a receipt
Via Dashboard:
Locate the customer under the Customers tab, open their payment, then click the Send receipt option.
Import:
Stripe and Square may update their processes from time to time. If you find these steps are no longer accurate, please let us know at support@zenmaid.com so we can update our guide.
Paid Invoice
You’ll need to create an invoice first. To learn how to create one in ZenMaid, please see our step-by-step guide here:
After creating an invoice, you will be prompted to send it. To manage the invoice instead, click the exit button in the top right corner of the pop-up window.
In the next invoice window, click Mark as Paid.
When sending the paid invoice, you can include a short message letting your client know their payment has been received, thanking them for their prompt payment, and confirming any upcoming appointments or services.
What Your Customer Sees
If you send the paid invoice from ZenMaid, your client will receive an email confirmation that the invoice is paid.
The invoice inside ZenMaid will show PAID.
The downloaded PDF invoice does display "Paid".
PayPal Email Receipts
When customers pay via PayPal, they automatically receive an email receipt showing the payment amount, transaction ID, date, and seller details. They will also see a payment confirmation screen immediately after checkout with an option to print or save it.
If a customer needs another copy, you can go to your PayPal Activity tab, open the transaction, and either print it or forward the details to them. For payments processed through PayPal’s Virtual Terminal, you can enter the customer’s email on the confirmation screen to send the receipt manually.
Import
PayPal may update how receipts are sent or accessed. If these steps are no longer accurate, please let us know at support@zenmaid.com so we can update our guide.
Zelle Payment Receipt
Customers who want a Zelle payment receipt can log in to their bank’s mobile app or online banking account. From there, they can navigate to the Zelle, Transfers, or Send Money section and open the Activity, Transactions, or History tab. By selecting the specific payment, they can view details such as the date, amount, recipient, and any notes. Many banks allow these records to be downloaded or printed for easy storage, retrieval, or sharing.
Important
Zelle’s process and your bank’s interface may change over time. If these steps are no longer accurate, please let us know at support@zenmaid.com so we can update our guide.
Venmo Receipt
After completing a Venmo transaction, you can enter the customer’s email address in your Venmo app to send a digital receipt. This receipt will include details like the transaction amount, any sales tax applied, your business contact information, and a QR code the client can share with you if they need to request a refund.
Imporant
Venmo may update how receipts are sent or what they include. If these steps are no longer accurate, please let us know at support@zenmaid.com so we can update our guide.
Cash App Receipts
Receipts in Cash App are provided as monthly statements, which become available within five business days after the end of each month. If your customers want to view their monthly statements in-app, they can follow these steps:
Tap the Profile button on the Cash App home screen
Select Documents
Tap Account Statements
The statement will include details such as the starting and ending balance for the month, fees, full transaction history, and direct deposit information.
Imporant
Cash App’s interface and statement availability may change over time. If these steps are no longer accurate, please let us know at support@zenmaid.com so we can update our guide.
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