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How do I download the receipt PDF for an incoming payment?

Use this flow when you need the PDF receipt for a collection that has already been recorded.

Entry:

  • [Financials] -> [Cash Movements] -> [Collections]

Web​

Open [Collections], find the incoming payment you need, then use the row [Actions] menu to open [View Receipt].

Collections action menu for View Receipt

On the receipt page, use the action bar to download the file:

  • Click [PDF] to download the receipt.
  • Use [Print] or [Email] when you need to print the same receipt or send it from this page.

Incoming payment receipt actions

App​

On the app, you can open [Financials] -> [Collections], review the payment details, and check allocation information. The app does not currently provide [View Receipt] or a receipt [PDF] download action.

Platform differences​

  • Web supports [View Receipt], [PDF], [Print], and [Email] from the receipt page.
  • App supports collection lookup and payment detail review, but not receipt-page actions.

Note:

  • The current Web row action is [View Receipt].
  • If you only need payment details on the app, open the payment record directly from the Collections list.