A receipt is a proof of payment. In other words, it is a document that certifies a payment. After completing the payment process, you can email a receipt certifying the completion. You can also generate a detailed PDF document with the receipt.
What you'll need
In this article:
- Invoices and receipts ↓
- Generate and send receipts manually ↓
- Send receipts automatically ↓
-
Customize receipts ↓
Invoices and receipts
Payments are associated with invoices. Payments might not cover the whole due amount, and therefore, invoices can be unpaid, partially paid, or fully paid. Learn more about invoice statuses →
You can make multiple payments for a single invoice. You can then generate and send a receipt for each successful payment. Learn how to add a payment to an invoice →
Receipts can be generated manually or automatically. You can then send some or all receipts to the members and companies in your space.
In the screenshot below, you can see an invoice with payments and receipts. Note the following:
- The invoice is partially paid but you can still generate receipts for the payments.
- There are two successful payments and you can generate a separate receipt for each one.
Generate and send receipts manually
To generate and send a receipt:
- Go to Billing & Products > Invoices.
- Click an invoice.
- In the Receipts section, click Generate or Send and then choose a payment for which you will generate a receipt.
- In the Receipt Documents dialog, click Generate PDF.
Send receipts automatically
You can automate the process of generating and sending payment receipts:
- Go to Settings > Billing Settings > Billing Rules.
- Scroll down to We'll send payment receipts and select Automatically.
Customize receipts
You can customize the template and change the default look of the receipts you generate. If you want a more advanced and detailed template customization, you can contact us and request us to do it for you. Learn how to request a template customization →
To customize the receipt template:
- Go to Settings > Templates.
- Open the Invoices tab and click Receipt.
Comments
Please sign in to leave a comment.