In this article, you will learn how to handle proof of payments in Magicline. This includes understanding the notification rules, how to create proofs of payment, and how to customize these documents.
Overview:
- Notification Rules for Proof of Payments
- Creating Proof of Payments
- Customizing Proof of Payments
- Difference Between Proof of Payments and Invoices
Fast lane
- Go to the customer’s account.
- Create the proof of payment.
- Locate the document session.
- Edit the template in settings/invoicing/invoice templates.
Notification Rules for Proof of Payments
In Magicline, the "proof of payment" notification rule in the communications area under notification rules does not send an email automatically every time a member makes a payment. Instead, this email is sent upon the customer’s request. It serves as evidence that a payment has been made, but it should not be confused with an invoice.
Creating Proof of Payments
You can create a proof of payment for both past and future payments directly from the customer’s account. Follow these steps:
- Navigate to the customer’s account
- click on the three dot menu at the right upper corner and choose Proof of payment
- Choose the claim for the proof of payment
- Create the document
- Go to the document session and find it there
This document will provide confirmation that a payment has been made, which can be useful for both the customer and the business.
Customizing Proof of Payments
To customize the content of the proof of payment:
- Go to Settings.
- Navigate to Invoicing.
- Select Invoice Templates.
- Find the template for proof of payment, which is the last one on the list.
- Edit the template as needed to fit your business requirements.
Difference Between Proof of Payments and Invoices
It's important to distinguish between proofs of payment and invoices:
- Proof of Payment: This is a document confirming that a payment has been made. It is not sent automatically but can be generated upon request.
- Invoice: This is a detailed bill for goods sold or services provided, typically listing the items, quantities, and prices. Invoices in Magicline can be set to be sent automatically if the automatic invoice creation feature is activated. Invoices are generated only if a payment has been made in full or on the due date of the payment.