Business Ownerclient

Recording a Payment & Sending a Receipt

Recording a payment is the business's own note that money arrived — and now also produces a receipt the client can keep, with a stable reference number they can quote back.

Step by step

  1. Open Client → Payment Tracking and click Add.
  2. Record the date, amount, method and any notes.
  3. Leave 'Email the client a receipt' ticked, or untick it for cash handed over in person that does not need to land in an inbox.
  4. Record it. The confirmation shows the receipt number and tells you whether the email actually went.

Details

  • Receipt numbers look like R-2026-0007 — sequential per business, restarting each January in your own calendar year, never reused.
  • The receipt and the payment are written together, so neither can exist without the other.
  • A client with no email address on file has no inbox. The confirmation says so at the moment of recording rather than leaving you to assume it went.
  • The currency is taken from the terms the pack was actually sold under, so repricing a plan into another currency never relabels money that changed hands under the old one.
  • Payments recorded before receipts existed simply have no receipt number. Nothing was backfilled.

Good to know

  • The payment tracker shows each row in its own currency, and the running total in the currency the enrollment was purchased in.