Double Receipts is a Plus-exclusive feature that lets your clients submit & keep track of receipts in their client portal.
This article covers how clients can submit, access, and manage their uploaded receipts through the client portal and mobile app.
Additional resources
Receipts: How do bookkeeping teams utilize Receipts?
The client portal experience: Explore the rest of the Client Portal
Double's pricing page: What else is included with a Plus subscription?
Submitting receipts to Double
Clients can send receipts to their bookkeeping team using any of the following methods:
Email: Forward an email with attachments to the client's unique @books.cc forwarding email address
⭐ Plus exclusive
Anyone can email the @books.cc address (vendors too!)
Text: Text attachments to the practice phone number
⭐ Plus exclusive
Anyone can text receipts to the practice phone number
Mobile app: Upload directly through the Double mobile app
Client portal contacts only
Client portal: Upload via the Dashboard in the client portal
Client portal contacts only
In order for client portal contacts to access receipts they've submitted, they must send receipts (via text or email) using the phone number or email associated with their contact settings in Double.
View submitted receipts in the Client Portal
Files > My receipts
Contacts can view receipts they've submitted by going to Files > My Receipts in the client portal.
This section shows all receipts sent from that contact's phone number or email address as it's listed in Double > Portal Settings.
Mobile app > Uploads
Contacts can also view their submitted receipts in the Double mobile app under Uploads at the bottom of the app screen.
Like the "My receipts" section on the browser version, this reflects receipts sent from the contact's associated phone number or email, as well as files uploaded directly from the mobile app.
Contacts with "Files access"
All contacts with files access will be able to review them in the portal under Files > Client Uploads Inbox.
This folder will show all files currently existing in the Uploads Inbox, even if they did not upload the file themselves.
Files removed from the client uploads inbox will no longer show up in this folder.