Module 3

Receipts

3 min read

After processing a payment, you can generate a receipt for the client. Receipts can be printed on the spot, emailed, or saved as a PDF.

Generating a Receipt

  1. After a Payment
    Immediately after processing a payment, a prompt appears: "Send receipt?" with options to Print, Email, or Skip.
  2. Choose Delivery Method
    Select how the client wants their receipt. Email is the most common.

Resending a Past Receipt

  1. Open the Payment History
    Go to the client's billing tab and find the payment in the transaction list.
  2. Click the Receipt Icon
    Next to the payment entry, click the receipt icon (or click the payment to open details).
  3. Resend or Print
    Choose Email Receipt or Print Receipt.

What's on the Receipt

  • Business name, address, and contact info
  • Date and time of payment
  • Client name
  • Payment amount and method (e.g., "Visa ending 4242")
  • Description of what was paid for
  • Unique transaction reference number

Tip: Always offer a receipt. Many clients need them for expense reports, insurance claims, or personal records.

Quick Reference

ActionHow
Send receipt after paymentChoose Print or Email when prompted
Resend old receiptPayment History → click receipt icon
Print receiptReceipt view → Print
Email receiptReceipt view → Email