Create payment receipts to students (PDF)

Learn how to create payment receipts to students whenever they pay something to your agency.

You can create payment receipts with just few clicks. But before your proceed reading this article, make sure to check out Selling a course to a student: adding a sale article. To generate a payment receipt, usually it's very important to have a sale first, as it's the sale that controls if and how much the student has to pay, without a sale first, EducationLink is not able to optimise your time, and you have to type everything manually.

By default EducationLink requires a sale to be added before a payment receipt can be issued. If you want to disable this requirement, change it in the Preferences in "Organization settings".

Adding a payment from the list of installments

Whenever we add a sale, it will always have at least 1 (one) installment, even if the student pay everything in one payment, EducationLink will treat it like one installment. To quickly generate a payment, open the student profile (if you need help finding the student check out our article How to find and search students?).

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After you opened the student profile, follow these steps:

  1. Click in the "Sales" tab;
  2. Find the sale you would like to generate a payment receipt for (if you don't have a sale yet, follow this step-by-step article: Selling a course to a student: adding a sale);
  3. Click in "Show installments";
  4. Choose the installment the student is paying right now (the one you would like to generate the receipt); click on it;
  5. Click in "Add payment";
  6. EducationLink will automatically fetch all the installment's amount;
  7. Click in "Save and create PDF".

Creating a payment from "Add new" button

The process of creating a payment via the button "Add new" is similar to the above, and results in the same receipt. It's just a different way of performing the same action. Choose the one you fell more comfortable.

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To generate a payment receipt, open the student profile (if you need help finding the student check out our article How to find and search students?). After you opened the student profile, follow these steps:

  1. Click in the "Sales" tab;
  2. Click in "Add new";
  3. Select the option "Payment";
  4. In the new window that just opened, in the "Description" field, right in the middle, select the installment;
  5. EducationLink will automatically fetch all the installment's amount;
  6. Click in "Save and create PDF".