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How to create a receipt for a member ​

Most receipts are created when you book a member with Generate Receipt ticked. Use this guide to bill a member later, to combine several bookings on one receipt, or to bill something other than a seat.

Who can do thisOwner, Org admin, Moderator by default, or any staff role given Receipts / bookings → Create / record payment in Settings → Staff role permissions.

Start a new receipt ​

  1. Go to Receipts and click New Receipt.
  2. Start typing the member's name or email, then click them in the list.
Create New Receipt with a member search
  1. MemberType a name or email
  2. Matching memberClick to continue

Fill in the receipt ​

On Complete Manual Receipt:

  1. Tick the member's seat assignments to bill. Their prices fill in the Base Amount. To bill something else, click Add service(s), or type an amount yourself.
  2. Optional: enter a Coupon Code and click Apply.
  3. Choose the Payment Method, such as Cash or UPI.
  4. If the member is paying only part now, tick Collect less than final amount. Enter the Amount Paid and a Due Date for the rest.
  5. Optional: add a Description and Collection Notes.
  6. Click Create Receipt.
The Complete Manual Receipt page with one seat booking selected and partial payment turned on
  1. Seat assignmentsTick bookings to bill
  2. Add service(s)Bill something else
  3. Coupon CodeApply a discount
  4. Collect lessPart payment with a due date
  5. Create ReceiptSaves the receipt

You see "Booking created successfully! Receipt: …" with the new receipt number. The member is notified, if those notifications are on.

Bill an existing booking ​

To create a receipt for a seat or locker booking that doesn't have one yet:

  1. Go to Receipts and click Assignments. (Staff roles also need Assignments → Assign / renew / edit to see this button.) Create Receipt for Assignment lists bookings Ready to bill and Already billed.
  2. Find the booking. Search by member, seat or slot.
  3. Open its ⋮ menu and click Create receipt, or Add to existing receipt to add it to one the member already has.
Create receipt and Add to existing receipt options for a booking
  1. Create receiptA new receipt for this booking
  2. Add to existing receiptAdd it to another receipt