Invoices and Receipts

Invoices and Receipts

About

This article describes how you can access the company’s transaction history as well as generate a statement from the system.  How to update the company's banking details are also explored.

Edition

This feature is available on all PaySpace editions.

Updating the Company Banking Details

The payment method is facilitated during the sales process and displays on the Basic Company Information Screen.

Navigate > Config > Basic Settings > Company Settings > Basic Company Information > General Details  


An extract of the Basic Company Information: General Details Screen:


The Payment Method Field:


If you have selected to pay via debit order, please note that the main billing run is on the 8th of every month.  The account from which the debit order will be recovered from, can be accessed on the Banking Details Screen.

Navigate > Config > Financial > Banking Details


The Bank Details Screen:

Viewing Transaction History

Transaction history and statements can be extracted from the Invoices and Receipts Screen.

Navigate > Config > Financial > Invoices and Receipts


Transaction history will display for every month the company has been registered on the system.  All fees payable for companies and frequencies registered on your profile will reflect in one invoice.

An Extract of the Invoices and Receipts Screen



Important Comments

Example of a Tax Invoice

Example of a Statement

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