Receipts in the portal

Your customer sees every payment they made in their portal, and can print or download a receipt for each one.

Payment and Balance on Home

The Quote Details card on Home shows:

• Payment: — everything paid on the move: the deposit, what the crew took on the bill of lading, and payments the office took. Refunds come off it. A voided or pending payment doesn't count. It's the same figure as Payments Made in the order window.
• Estimated Balance: — before the move is done: the estimated total less what was paid. It never goes below $0.00.
• Balance: — once the move is done (every day's job is Completed, and Home says Completed): the closing's total less what was paid — the same as Total Due in the order window. It never goes below $0.00.

The estimated grand total itself doesn't change.

The Receipts tab

Receipts in the portal menu lists every payment on the move, newest first:

• what it was for — Deposit, Bill of lading payment, Payment, Invoice payment, Storage payment or Refund
• the date and how it was paid, for example Visa •••• 2002, Cash or Check #1043
• the amount

Opened from the customer's account (not one move), it lists the payments on all their moves, each with its order number.

One receipt

Click a payment to open its receipt. It shows:

• your company's logo, name, address and phone
• the customer, the order number and the move date
• the payment's date and time, how it was paid (card brand and last 4 digits) and the amount
• what it was for
• the move's Total cost, Paid to date (up to this payment) and Balance due — before the move is done these read Estimated total and Estimated balance
• Thank you

Print prints the receipt alone. Download PDF saves the same receipt as a PDF.

The office's Send Receipt

When you send a receipt from the order's Payments window and your receipt attachment is Default (payment receipt), the PDF attached to the email is this same receipt. An attachment you added yourself keeps your own words. See Payment receipts.

Good to know

• The receipt carries only your company's name and logo.
• Receipts can be hidden from the portal menu in the client portal designer.
• To see what the customer sees, use View Customer Account Page on the order. See See their portal.