Taking Payment and Emailing or Printing a Receipt

To make payment on an account you don't need the POS module; there is a 'make payment' button on the people page of each family members and in the billing account. 

  • Once on a person's profile, click 'make payment'
  • Select the invoice/s to be paid
  • Click 'proceed'
  • Select the payment method
  • Update the amount if paying in cash or part payment
  • Click 'make payment'
  • The amount and change will be displayed, as well as the email information
  • Click 'send payment receipt'
  • The payment invoice will be displayed and can be printed from here if required.

The payment receipt will be emailed directly to the customer.