The Receipts page is where your customers find their own billing history in the member portal — every payment they've made and every refund you've returned, with a downloadable document for each. It's a self-service record that cuts down on "can you resend my receipt?" requests. This guide gives you a tour so you know exactly what your customers see and can point them to it.
Where customers find their receipts in the member portal
In the member portal, customers open Billing history in the sidebar to reach the Receipts page (at /receipts). Its subtitle reads “Past payments, refunds, and downloadable documents.”
1. Customers sign in to your portal
Your customers reach all of this from your members portal — the self-service home where they sign in to view invoices, pay, and manage their billing. Branding, your logo, and your colors carry through, so it looks like yours.
2. Open the Receipts page
From the portal sidebar, customers choose Billing history to open Receipts. The page lists their payments and refunds together in one timeline, newest first.
3. Read the columns
Each row shows the Document (a receipt or credit note reference), the related Invoice, the Date, the payment Method, and the Amount. If nothing has been paid yet, customers see a friendly “No payments yet” message instead — receipts and credit notes appear here as soon as there's activity.
4. Download a receipt as a PDF
Every row has a PDF button. For a payment it downloads a receipt; for a refund it downloads a credit note. The button shows a brief “Preparing…” state while the document is generated, then the PDF downloads — so customers can save or print their own proof of payment without contacting you.
5. Spot refunds and credit notes
When you issue a refund, it appears here as its own row, marked with a Credit note chip and shown with a minus sign on the amount. That way customers can see both the original payment and the money returned, each with its own downloadable document.
How this fits with the rest of billing
- Invoices: The portal's Invoices section is where customers view and pay open invoices; once an invoice is paid, its receipt shows up here on the Receipts page.
- Refunds: When you issue a refund from an invoice in the dashboard, a credit note is created and appears on the customer's Receipts page automatically.
- Self-service: Because customers can pull their own receipts and credit notes, your team handles fewer "please resend my receipt" requests.