Receipt Documents - Help Desk Explanation

Receipt Documents - Help Desk Explanation

The member billing system allows you to create receipt documents when a member requests one. Here's how you can generate and send receipts:

1. View Member Transactions:

   - To begin, navigate to the member's transactions by accessing their account.

   - Look for the transactions section, usually labeled as "View Transactions" or similar.

2. Locate the Payment:

   - In the transactions list, find the payment for which the member requests a receipt.

   - Look for a label like "chg" or a similar identifier next to the payment.

3. Print or Email Receipt:

   - Click on the relevant identifier next to the payment. This action links the receipt to that specific payment.

   - Scroll down to the bottom of the page, where you'll find a link to send a receipt email.

   - Click on this link to proceed.

4. Choose Receipt Delivery Method:

   - After clicking the link, you'll have two options:

     - View and Print Receipt: This allows you to see the receipt on your screen and print a physical copy if needed.

     - Send Email Receipt: This option sends the receipt directly to the member via email.

Additionally, you can also find a receipt link on the member's transaction timeline. Look for a specific label or link that mentions "Receipt" or similar terms.

If you require further assistance or have any questions regarding generating receipt documents, please reach out to our help desk. We're here to support you!