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      How can I generate receipts and payment history?

      Clients who have made payments on invoices and proposals can download a copy of the payment details via Client Portal or the one-time payment page.

      Generating Receipts via Client Portal

      Clients can generate a receipt and full payment history for a proposal or invoice within the Client Portal by doing the following:

      1. Navigate and log in to the Client Portal
      2. Click on the intended invoice or proposal
      3. Scroll to the bottom and click Download Payment History 

      The PDF generated will contain a copy of the actual document as it appeared to the client at the time of payment.

      The payment history will appear as a separate page toward the very bottom of the document.

      Generating Receipts for PDF Invoices and Proposals

      Clients can generate a receipt and full payment history for an emailed PDF of a proposal or invoice by doing the following:

      1. Open the email containing the proposal or invoice
      2. Open the document and click Pay Now
      3. Scroll to the bottom and click Download Payment History

      The PDF generated will contain a copy of the actual document as it appeared to the client at the time of payment.

      The payment history will appear as a separate page toward the very bottom of the document.

      Note - When generating a payment receipt, Payment Applied and Balance Due will not update until the designer makes a Money In entry in the amount of the client payment. However, payment history containing the Transaction ID, Date, Payment Type, and Amount will be available immediately after the client makes a successful payment via Stripe.