Receipts

After you accept a payment, you can generate a receipt so that the payee can verify the payment.

To generate a payment receipt

1. Find and open the desired building record.

2. Select the Payments tab.

3. Select the payment transactions for which you want to generate a receipt.

   By default, Civic Platform marks all the payment transactions so that they display on the receipt. If you want to remove one or more of the transactions, clear the corresponding box.

   Note: If your agency sets the Payment tab to automatically generate a receipt after a transaction is complete, the Generate Receipt page does not display and you can skip steps 4 through 7.

   Civic Platform checks all payments that the Generate Receipt page can display. Civic Platform then displays the Invoices information and the receipt and Receipt Summary pop-up pages.

4. Select Generate receipt.

   Civic Platform generates a receipt of payment and a receipt summary, then displays each in a separate window.

5. To view or print the receipt, select the link to the receipt number.

   Note: You can use your browser’s print command to print the receipt.

Depending on how your administrator has configured your system, Civic Platform can automatically generate and display a summary receipt or a transaction report when you complete a transaction on the Payment processing page. However, you can also return to the Payment processing page later so that you can view or print a receipt for an individual item in a particular transaction.

To view a transaction receipt for a single item

1. On the Payment processing page, select the History tab.

2. Find and open the desired transaction.

3. Select the desired record ID from the transaction list.

4. Scroll to the Payment tab.

5. From the transactions listed on this page, select the desired Receipt #.

Depending on how your administrator has configured your system, Civic Platform can automatically generate and display a summary receipt when you complete a group of transactions on the Payment processing page. However, if your administrator has configured a transaction report, you can return to the Payment processing page later to view and print a receipt summary for a particular transaction.

To view a receipt summary for a group of transactions

1. On the Payment processing page, select the History tab.

2. Find and select the desired Transaction ID.

3. To print a transaction receipt that lists all items in this transaction group, select Print receipt.

4. To print a copy of the receipt summary, select Print receipt.