Tuition management module - Issue receipts for payments

Customers have different payment gateways online and offline. When a payment is made, a receipt can be issued. Receipts are issued automatically for full payment and can be generated manually for partial payments.

The payer will receive an email with the receipt details.

Issue a receipt

If you receive an offline payment, it can be either an ad hoc, full payment or partial payment. Manual payments are entered on the invoice or transaction management view.

Either open a published invoice or select the New payment at the bottom of the page. Find the customer using the search and select the invoice. If the customer has partially paid, then enter the received amount.

Scroll down to the payment line, and click on the payment icon. This will add the amount entered in the allocation field. The two numbers must match. Add the payment, and a slide-over screen will appear with a download receipt button available. This will also be available for the customer to download from their portal.

You can also create payments and download receipts from the transaction management view. Click on the blue payment line to open the same slide over.

Working with the receipt template

There are two payment receipt templates. One is used when a payment is assigned to an invoice, and the other is for ad hoc payments. Listed as Invoice receipt and payment receipt, respectively.

You can design your own, using the rich text features and use replacement tags to personalise the document.

Plus note not to remove the values [[payment_table]] or [[PAYMENT_ALLOCATION_TABLE]]. 

Adding an email to the receipt

Create an email template and choose payment as a type. 

Create the email that will be sent when an invoice is issued.

It will be sent with both payment types and the receipt template associated with the payment.