OFFICE: Payments/Receipts

What is a Payment?

Any Payment recorded against an Invoice, Subscription or Checkout Form can be viewed in the Office toolkit. This includes payments made via a connected Payment Gateway or a Payment that has been recorded manually against an Invoice.

How can internal staff see Payments?

Internal Roles that have permission to view Client records in the Office Toolkit can see a list of Payments received for all Clients in  Office>Payments. 

This will show ALL Client payments.  To view or print a Receipt, click the Receipt button.

You can then use the icons below to either Print or Download the Receipt.

What does the Client see?

If your Client has access to their Portal they can use Office>Payments to view a list of all Payments they have made against their own Invoices, Subscriptions and Checkout Forms.

They can click the Receipt button next to any payment line to view the Receipt.

The Client can then click the icons shown below to Print or Download the Receipt.