In the Billing section, you can now send receipts to your clients when you add a payment, invoice, or refund.
Here are the steps to do this:
A. Adding a Payment
Go to the Contact Profile and select the Billing tab.
Select Billing under the Activity Summary.
Then, click on Add Payment.
Enter the amount.
Choose the payment method. (Credit Card / ACH/ Cash/ Check)
Click on the Confirm button to complete the process.
Important Note: Tick the box if you want to include a note on the receipt.
B. Adding an Invoice with a Payment
Go to the Contact Profile and select the Billing tab.
Select Billing under the Activity Summary.
Then, click on Add Invoice.
Choose the Subscription.
Enter the amount.
Click Add Payment and choose the payment method. (Credit Card or ACH)
Click on the Confirm button to complete the process.
Important Note: Cash and checks are now accepted forms of payment; in the past, they were only considered as credit types.
C. Processing a Refund
Go to the Contact Profile and select the Billing tab.
Select Billing under the Activity Summary.
Then, click on Add Refund.
Enter the amount and choose the Refund Account.
There are three options to choose from when you refund and cancel invoice which depend on different scenarios you have. The options are Process Credit, Process Payment, and None.
Check this article to learn more about the Streamlined Refund Process.
Click on the Confirm button to complete the process.
To learn more about Sending Billing Receipts: Payments and Refunds, here's a quick video.