Your app generates receipts for all users' payments made online:
One-off payments for rooms, desks, orders, and event tickets.
Invoices.
Users can access the receipts through the following three channels:
Channel | Who can access the receipt | Receipts for one-off payments | Receipts for invoice payments |
Inbox | Users who made the purchase | ✓ |
|
App | Users who made the purchase and administrators | ✓ | ✓ |
Custom reports | Administrators | ✓ | ✓ |
Each receipt includes the following information:
Transaction ID
Transaction date
Billing details of the location
Billing details of the customer
Customer name
Description of the purchased item
Quantity of the purchased item
Net amount
Tax
Gross amount
Paid Amount
Payable Amount
Once the receipt is created, it cannot be modified. Any updates to billing information, customer name, or resources and services will only be reflected in future receipts for upcoming payments.
Download the receipt
As a user
The user makes a purchase online for a booking, event ticket, or Shop order.
Once the payment is confirmed, the user receives an email confirmation about payment success with a downloadable receipt attached.
Users can download the receipts for both one-off and invoice payments in the app anytime.
Go to the Locations > Membership page and select Billing under the "Personal" section if you are looking for payments made under your personal profile. If you are looking for payments made on behalf of your company, select Billing in the section below with your company name.
Go to Transactions, open the successful transaction, and tap
Download Receipt.
As an administrator
Go to Locations > Community and select a user or company.
Go to Billing > Transactions.
Open the successful transaction and tap
Download Receipt.
To access the receipt of the nonmember, administrators need to go to Locations > Community > press (...) top right > Nonmembers.
Administrators can also download the PDFs of receipts from custom reports by following these steps:
Administrators go to Locations > Analytics > press
Create Reporttop tight.In the "Report Type," select "Transactions" type.
Select the time range, the company, the payment method, the "Paid" transaction status, and press
Download.Open the report in Excel, Google Sheets, or any other app that supports the CSV file format and find the "Receipt PDF" column.
Click on the link to the receipt you want to download from the "PDF" column, and the PDF will be automatically downloaded.
Invoices marked as paid externally do not have the receipt generated.