For center administrators with access to this area.

Send a receipt for an eligible recorded payment to the family.

Steps

1. Open Money > Payments and find the payment using the correct date range and filters.

2. Open the payment and choose Email receipt.

3. Check Who gets it and review Exactly what the family receives.

4. If the preview says a receipt was already sent, decide whether a re-send is needed.

5. Review the confirmation and choose Send receipt or Re-send receipt.

6. Read the result and check the send status. If the preview fails, retry the preview before sending.

Check the result

A receipt describes a payment already recorded. Emailing it does not take another payment or change an invoice balance.

Use the payment’s actual status and details; the example dates, amounts and family in the recording are not default values.

Interactive walkthrough: Send Payment Receipts to Family in Bloomily

The recording uses one center’s example data. Names, amounts, dates, counts and configured policies are examples; use your own center’s records and settings. Some labels in the recording may differ from the written steps above.

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