1. Viewing and Downloading Payment
Receipts
If you need a record of a specific
transaction for your accounting or tax purposes:
On the left-hand sidebar, click on the Payments Made
module.
Click on a specific Payment Number to open the
digital receipt.
The receipt will show a breakdown of how much of that
payment went toward the invoice amount and if any was left as an unapplied
credit.
Use the icons at the top to Download as PDF or
Print the receipt.
2. Tracking Credits and Refunds
Sometimes you may have overpaid an
invoice, or we might have issued you a credit note. You can track these under
the Credit Notes tab:
Unused Credits: These are displayed on your Dashboard
and can be applied to future invoices.
Refunds: If we have refunded a payment to you,
it will appear as a "Refund" status within the specific Credit
Note or Payment record.
3. Frequently Asked Questions
Why isn't my recent payment
showing up? If you paid via an offline method (such as a mailed check or
bank transfer), the payment will appear in the portal only after we manually record
it. If you paid via credit card or PayPal through the portal, it should appear
instantly.
Can I see which payment paid
for which invoice? Yes. In the Payments Made section, clicking any
payment displays a "Payment Details" page that lists the specific
invoice number(s) associated with that amount.