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.