View receipts

Every time you record a customer payment, WbizManager creates a receipt for each invoice the payment covers. You don't create receipts yourself. You find them here to check them, download them or send them to the customer.

Steps

1. Open Sales › Receipts

   In the menu on the left, select Sales, then Receipts. You see every receipt with its Receipt #, Payment date, Customer, Invoice, payment Method and whether it was Emailed (Sent or Not sent).

   If you don't see Receipts in the menu, your role can't view receipts. Ask your administrator.

   

   1. Receipts in the Sales menu.
2. Find the receipt

   Type in Search by receipt number, customer or invoice to find a receipt quickly.

   To narrow the list, select Filters:

   • Customer: one customer's receipts only.
   • Paid from and Paid to: receipts for payments between two dates.
   • Emailed: All, Sent (emailed to the customer at least once) or Not sent.

   Select Clear to remove the filters.

   

   1. View, Download PDF and Send.
3. Open the receipt

   Select the receipt number, or open the actions menu (⋮) on its row and select View.

   The receipt page shows:

   • Receipt number, Payment date and Customer.
   • Invoice: the invoice this receipt paid. Select it to open the invoice.
   • Amount paid and Balance after payment, which is what the customer still owed on that invoice after this payment.
   • Payment method and Recorded by.
   • Last emailed: when the receipt was last sent, or Never.
   • Automatic email: the state of the email sent when the payment was saved: Queued, Sending, Sent, Failed or Cancelled, or None if no automatic email was sent.
   • Notes, if the payment had a note.

   Below the details, Receipt PDF shows the receipt exactly as the customer gets it.

   

   1. Download PDF.
   2. Send.
4. Download the PDF (optional)

   Select Download PDF at the top of the receipt page to save a copy. You can also download it from the list: open the actions menu (⋮) on the row and select Download PDF.

5. Send it to the customer (optional)

   Select Send, on the receipt page or in the row's actions menu. The Send receipt window opens.

   • To: the email addresses to send to, separated by commas. It starts with the customer's address.
   • Subject and Message: check the wording. Both are required. Select a placeholder under the message to insert details such as the receipt number where your cursor is.
   • Attach the receipt as a PDF: leave it ticked so the customer gets a copy.

   Select Send. You'll see Receipt sent. and the receipt shows Sent.

   You see Send only if your role can send receipts.

   

   1. To.
   2. Subject and Message.
   3. Attach the receipt as a PDF.
   4. Send.

If something goes wrong

Message	What to do
No receipts found	Clear the search and filters. If the list is still empty, no payments have been recorded yet.
Failed to load receipts.	Select Retry. If it keeps failing, your role may not be able to view receipts.
The PDF could not be loaded.	Select Retry under Receipt PDF.
Could not send the receipt.	Check every address in To is a valid email address, then try again.