Payment History

5 months 3 weeks ago #327400 by pholcomb
Payment History was created by pholcomb
This might be a current feature, but I'm unable to find it maybe.

Situation: Our users are requesting a "Receipt" that shows an invoice and then that a payment was made to that invoice.

I have set it up so they can see their Payment History back for a years time. However, those Payment History documents do not say "Receipt" or "Payment" on them anywhere. It still says the Invoice Number. The only thing that is different is the Payment Method at the bottom, but it doesn't say anything else (amount paid, etc).

Am I missing something?

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5 months 3 weeks ago #327402 by krileon
Replied by krileon on topic Payment History
Payment History is what they would be asking for. It can be enabled in CBSubs > Settings > Display > Invoices by setting "Show payments history" to "Yes". That page shows a full history of every payment from them that has been processed by CBSubs. I recommend also enabling invoices with "Show invoices" if it was disabled. This will allow them to review the invoice (basically the basket) associated with that payment.

Not sure what you mean by it not showing the amount? The payment history displays as follows and includes the amount.



The invoice history page also includes the amount.



Kyle (Krileon)
Community Builder Team Member
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5 months 3 weeks ago #327405 by pholcomb
Replied by pholcomb on topic Payment History
Correct. I was able to show the list of Payment History. The question is when you open one of them to print it. It doesn't show like a normal paid invoice where you see the amount owed and the amount paid, etc. This (attached) just says Invoice at the top and the price (which I know to be the amount paid, but it doesn't say that).

I know this is a specific need, but a lot of our users need that info for their companies (school districts)
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5 months 2 weeks ago #327438 by krileon
Replied by krileon on topic Payment History
You can customize how the invoice displays within CBSubs > Display > Invoices in the "Invoice content and styling settings for System owner" parameter group. Feel free to add whatever details you feel are necessary. The table itself can be customized to an extent using "Columns displayed on invoice" to adjust some of the columns.


Kyle (Krileon)
Community Builder Team Member
Before posting on forums: Read FAQ thoroughly + Read our Documentation + Search the forums
CB links: Documentation - Localization - CB Quickstart - CB Paid Subscriptions - Add-Ons - Forge
--
If you are a Professional, Developer, or CB Paid Subscriptions subscriber and have a support issue please always post in your respective support forums for best results!
--
If I've missed your support post with a delay of 3 days or greater and are a Professional, Developer, or CBSubs subscriber please send me a private message with your thread and will reply when possible!
--
Please note I am available Monday - Friday from 8:00 AM CST to 4:00 PM CST. I am away on weekends (Saturday and Sunday) and if I've missed your post on or before a weekend after business hours please wait for the next following business day (Monday) and will get to your issue as soon as possible, thank you.
--
My role here is to provide guidance and assistance. I cannot provide custom code for each custom requirement. Please do not inquire me about custom development.

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