Getting a Payment or Refund receipt

Once a payment or refund is created, Maatdesk allows you to obtain PDF or email receipts for those items as proof that they have been made.

The ways you can get a receipt for payment or refund are:

For single or multiple invoices

First, go to where the payment or refund is:

• Payments window.
• Payments tab of any Matter or Contact dashboard that contains the item.

Then at the beginning of the payment/refund row in the table:

• Click the action selector next to the Edit () button.
• Click the Payment/Refund Receipt () button.

For single invoices

First, go to the invoice that contains the payment or refund in:

• Invoice (Bill) Details window.
• Request Details window.

Then, in the Payment details block:

• Click the Payment/Refund Receipt () button in the Actions column for the item.

Whichever way you use, in the modal shown, choose one of the following options and click the Confirm button:

• PDF: The receipt will be generated in this format and you can save it on your device or open it directly.

  Please note that pop-up windows must be allowed in your browser.

• Email: Enter the address and an email will be sent with the receipt attached in PDF format.

In Maatdesk, we make laws easy for you. Enjoy!