Create a Receipt
Click on Money and select Receipt. In the Receipt List screen you will see all receipts you have issued for the current financial year. If you wish to see previous financial years click the drop down box next to the Date Range heading at the top of the form.
Using the Search function at the top of the page, you can specify a date, the name of the person to whom the receipt was sent or a receipt number.
Creating a Receipt
To create a Receipt, click Add Receipt and the Create Receipt screen will appear. 
If the receipt is for a member you can start typing the first 2 or 3 characters of the members surname in the Select Member Name box and then select them from the drop down list which will appear.
If the receipt is not for a member click in the Paid By section and select Debtor and select or enter the name of the person or company you wish to receipt. This name will then be stored in your Debtors List for future use.
Click on the “Receipt Date” box and select the date from the calendar.
Click on the receipt type – Cash, Cheque, EFT or Credit / Debit Card. If the person is paying partly in say Cash and partly by Cheque select Split and then enter the two or more amounts and types.
Click the “Add” button in the “Items” box and either select a previous item category or enter a new item category. You can add as many items as you choose to the receipt however you can only add one membership fee payment to a receipt.
Including or Adding GST to a Receipt
If your organisation is registered for GST and the item you are entering is to have GST added, hightlight the item in the receipt Item box and click the Add GST button below the Item box. You will need to do this for any of the items you wish to include on your receipt which are to have GST added. Alternatively if the amount includes GST select Inc GST and the amount will be adjusted to include 10% GST.
Sending or Printing Receipts
When all items are entered select either the Email Receipt or the Print Receipt box. If you do not see an Email Receipt box then the person to whom the receipt is issued does not have an email address stored in the system.
In cases where there is no email address the Email Receipt box will not appear, you can however print the receipt.
Membership Receipts
If you select a Membership Type payment then the membership “Paid to Date” will be automatically incremented for the period for that membership type – depending on your subscription model (all members fall due on the same date or members fall due in line with when they joined). You can only add one membership fee payment to each receipt.
If a membership is only part paid, a member statement will be automatically created showing both the full amount due, the amount paid on this receipt and the amount outstanding. These membership statements can be printed or emailed at any time.
Handling Refunds
If you need to refund a Stripe payment simply highlight the receipt in the Receipt List and click Refund in the page menu. Please note this action can not be reversed and Stripe do not refund fees so if the member has paid these fees they will not be refunded for this component.
The system will automatically create a refund receipt which will appear in the Receipt List a couple of minutes later after you refresh the list.
If you need to refund any other type of refund (cash, EFT or Credit / Debit Card) then simply obtain the members bank account and BSB details and transfer the refund then create a negative receipt (ie a receipt with a negative amount shown) using the same account into which the money was originally recorded or you can create a specific Account Category for refunds and record it there.
If you do not wish to refund the money but instead leave the member in credit then create a negative Invoice again for the same category the funds originally were credited. This will sit against the member's payment record until they owe money for something else at which time it will be deducted.