Invoices and operations
Send a payment receipt and read the payment history
Produce the correct receipt and explain how each posted, applied, or reversed entry changed the balance. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Accounting Admin, company admin.
- Payment access
- posted transaction
- valid customer contact for delivery if supported.
Sales → Payments (#/payments) → payment/receipt/history; project Payments tab
Send a payment receipt and read the payment history
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Open the workspace
In JobBuddy, go to Sales → Payments (#/payments) → payment/receipt/history; project Payments tab.
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Confirm access and starting state
Payment access; posted transaction; valid customer contact for delivery if supported.
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Complete the main setup
Review receipt generation/download/send as currently exposed, payment method/reference, allocation detail, history timestamps/actors, void indication, and choosing the correct receipt after a correction.
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Review the important choices
Avoid calling the audit history editable.
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Verify the result
Produce the correct receipt and explain how each posted, applied, or reversed entry changed the balance.
Expected result: Produce the correct receipt and explain how each posted, applied, or reversed entry changed the balance.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Payment access; posted transaction; valid customer contact for delivery if supported.
The result is incomplete or unexpected.
A receipt represents a specific ledger event; allocations, deposit applications, voids, and external-sync references can change the story without erasing prior events.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Produce the correct receipt and explain how each posted, applied, or reversed entry changed the balance.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.