Send a receipt with each payment

Set up the tax invoice / receipt PDF learners get when they pay, with your GST number and details.

1 min read

When a learner pays through a payment step, they get a tax invoice / receipt as a PDF. You set it up once for your workspace.

  1. Go to Settings → Templates → Receipts and open Tax invoice / receipt.
  2. Theme: pick the theme. The header colour and logo come from it.
  3. Business details: your organisation's name, postal address, phone and email.
  4. Tax and numbering: your GST number and a Number prefix, for example CPD-. Receipts are numbered in order, and the next number is shown.
  5. Fields: choose which details appear, such as the learner's email and ID, the course and site, and payments and amount due.
  6. Use Preview with to see it for a real learner and course, in A4 or Letter.
  7. Choose Send me a test PDF to check it, then Save template.

Prices are treated as including GST. The receipt is attached to the payment confirmation email and can be downloaded from the learner's record.