Payment Receipts
How to send or print a receipt for a payment: what’s on it, emailing it as a PDF, printing it, payments shared across invoices or jobs, tips, and who can.
Read article: Payment ReceiptsTransactions help
Help for Transactions in Work Planner.
Articles
Refunding a Payment Taken by Hand
How to record money you’ve given back for a payment taken by hand, such as cash handed back or a bank transfer, from the Refund section of the payment, and what it changes.
Read article: Refunding a Payment Taken by HandTransaction Attachments
How to attach receipts and supporting documents to a transaction, which file types are accepted, and how to preview or remove them later.
Read article: Transaction AttachmentsPayment Reference and Status Handling
How payment references differ from statuses and how Work Planner displays pending, failed, and missed states.
Read article: Payment Reference and Status HandlingLinked Customer, Job, and Invoice Selector Flows
How the job selector, derived customer display, and invoice selector behave inside the transaction form.
Read article: Linked Customer, Job, and Invoice Selector FlowsTransaction Detail View
What the transaction details popup shows, including linked entities, dates, financial values, schedule information, sending or printing a payment’s receipt, and refunding a payment.
Read article: Transaction Detail ViewEditing a Transaction
How to edit an existing transaction, including linked entities, automatic fee handling, and recurring occurrence warnings.
Read article: Editing a TransactionCreating a Transaction
How to create a new transaction and how the job-led linking, invoice, and financial fields work together.
Read article: Creating a TransactionTransactions List
How the Transactions list shows money in and money out, and how to search, filter and open your transactions.
Read article: Transactions List