Receipts and Payment History
Kanri keeps the invoice and its payment attempts together. Use the invoice to review charges and refunds, then download or send the receipt you need.
There are two different documents to look for: the invoice PDF describes the bill, while a charge receipt confirms a payment. If someone needs proof that they paid, download the receipt for the successful charge rather than sending only the invoice.
Download an invoice PDF
Section titled “Download an invoice PDF”- Open Invoices and select an invoice.
- Select Download PDF.
The invoice PDF shows the bill and its line items. For a payment receipt, open a successful charge and select Download Receipt.
If an invoice has several charges, check which one succeeded and whether it was a partial payment. Each successful charge has its own receipt. A failed or processing charge is not proof of completed payment.
Send an invoice receipt
Section titled “Send an invoice receipt”- Open the invoice.
- Select Send Receipt.
- Confirm or change the destination email.
- Submit the form to send the invoice link by email.
Changing the destination on this form does not replace the receipt email saved on the invoice.
This sends the invoice link to the address you enter. It does not change the member’s email address or the saved receipt address on the invoice.
Find payment and refund receipts
Section titled “Find payment and refund receipts”The invoice’s Charges section lists payment attempts. Select a charge to view its payment method, status, amount, and refund history. A successful charge has a Download Receipt action.
Refunds appear under the charge that was refunded. Open a refund and download its receipt when the refund has succeeded.
Members can view eligible invoices and receipts in the member portal. Staff can review all a member’s charges from the member profile’s Charges page.
If a member says a receipt is missing, verify the invoice email, whether the charge succeeded, and whether the receipt was sent to a different address. For refunds, check the refund’s own status; submitting a refund does not necessarily mean it has completed.