Issue and send receipts
A receipt confirms a payment. Issue it when you mark a quota as paid, or at any time in Receipts.
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Issue a receipt
Open Receipts and click Generate Receipt.
The Receipt # offers the next number of the year. You can type a different one.
Choose the unit and the Payment Type: Ordinary Quota or Extraordinary Dues.
Type the Amount (€), and choose the Payment Method and the Paid Date.
Click Generate Receipt.
You can also issue a receipt in Ordinary Quotas, when you mark a payment Paid.
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Download the PDF
On the receipt's row, open the menu.
Choose Portuguese or English to download the PDF in that language.
To correct a receipt, choose Edit. The platform makes the PDF again.
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Send the receipt to its owner
Before the first send, connect the management's email in Admin, in the section The management's email.
On the receipt's row, open the menu and choose Send to owner.
Click Send. The receipt goes from the management's email, with the PDF in the owner's language.
The Sent column shows when the receipt went.
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Send several at once
Tick the receipts in the list.
Click Send to owners. Each receipt goes to its own owner.
To download the PDFs of the ticked receipts, click Download … selected.
