Resource Center

Billing

Generating receipt

By making payment or adding payment we can generate a Receipt

  1. Navigate to Billing
  2. Click on Invoice section
    Receipt
  3. Click on the gear icon and select Add Payment / Write-off or Make payment
  4. Enter the required details
    Receipt
  5. Click on Add button to save details

Add payment

  1. Navigate to Billing
  2. Click on Receipts
    Receipts Add Payment
  3. Click on Add Payment button to add payment
  4. Entere the required detail
    Receipts Add Payment
  5. Click on Add button

View Details

  1. Navigate to Billing
    Receipts View
  2. Click on Receipts section
  3. Click on the gear Icon and select to View Details

Edit and Apply Payment

  1. Navigate to Billing
    Edit and Apply Payment
  2. Click on Receipts section
  3. Click on the gear Icon and select Edit and Apply Payment to edit or apply payment on the selected receipt detail
    Edit and Apply Payment
  4. Enter the required detail and click on Update button to save changes

Print

  1. Navigate to Billing
    Print Receipt
  2. Click on Receipts section
  3. Click on the gear Icon and select Print option to print the receipt

Payment Refund

Unused payment can be refunded from receipt section

  1. Navigate to Billing
    Payment Refund
  2. Click on Receipts section
  3. Click on the gear Icon and select Payment Refund option to refund the unused payment
    Payment Refund
  4. Edit the required details
  5. Click Payment refund

Void Payment

To revert the payment made use void payment option

  1. Navigate to Billing
    Void Payment
  2. Click on Receipts section
  3. Click on the gear Icon and select Void Payment option to revert the payment
  4. Mention the reason for reverting the payment under the comment section and click Ok to confirm
  5. All of the above mentioned operations can be performed from details page as well by clicking on the appropriate button