Payments
Payment Receipts & Automated Proof of Payment
Generate official, branded PDF payment receipts and dispatch proof-of-payment documents automatically to customer WhatsApp numbers and email inboxes.
Overview of Payment Receipts
Whenever a payment completes successfully, BusinessPlus generates an official, server-side PDF receipt (`receipt-pdf`) serving as proof of payment for accounting and tax records.
Receipt Anatomy & Branding
Each generated PDF receipt includes:
- Business Header & Logo: Verified organization logo, company registered name, physical address, and contact details.
- Transaction Reference Details: Receipt number (e.g. `REC-2026-0042`), payment date, payment gateway reference (M-Pesa code or Card authorization ID).
- Itemized Breakdown: List of purchased goods or services, unit prices, subtotal, and tax.
- Financial Summary: Total amount paid and zero balance due confirmation.
Dispatching Receipts to Customers
Staff can send receipts with one click from Dashboard -> Payments or Dashboard -> Orders:
- Send via WhatsApp: Sends a formatted WhatsApp confirmation message with a direct download link to the PDF receipt.
- Send via Email: Dispatches a branded email with the official PDF receipt attached.
- Direct PDF Download: Download the PDF receipt directly to your computer for printing or bookkeeping.