How to view, edit or email a payment receipt

Covers: Payments tab, email receipt after Pay, edit payment

A receipt proves a payment was recorded. Receipts are auto-generated when a payment is recorded against an invoice. One invoice can have multiple payment receipts.

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Where

Member Profile → Payments tab

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Email payment receipt

  1. Open the member profile → Payments tab

  2. Find the payment row

  3. View Receipt (or View Receipt W/ CC if shown)

  4. Email Receipt to send a copy to the member

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Email receipt at the time of payment collection

In the Make Payment modal, tick Email Receipt before Pay to send it immediately.

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Edit payment

  1. Open the member profile → Payments tab

  2. Find the payment row

  3. In the Actions column, select Edit Payment

  4. Update the amount, payment date or payment mode as required

  5. Click Save

Payment cannot be deleted, but only edited. To undo a payment or change the payment status to due, change the amount to 0 or less than the membership amount.

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Notes

  • If the member never paid, there is no receipt.

  • Receipt numbers are auto-generated and include the invoice number followed by the receipt number.

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How to collect a membership payment

How to view, email, or download an invoice

 

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