Record payments and send receipts

To make a receipt in Nfelia, record the payment: choose Paid now or Part now when you save a new order, or tap Record payment on the order later. Type how much, choose Cash, Transfer, POS or MoMo, and save. The receipt is made straight away. Open it and tap WhatsApp to send it to your customer.

Record the payment, get the receipt

There is no separate receipt form. Every payment you record on an order makes its own receipt, numbered like IVL-REC-090, so every payment that comes in has proof, for you and for the customer. At the same time:

• the order's balance goes down, and its tag moves to Deposit paid or Paid;
• the customer's debt in Debts goes down, or clears;
• the money shows in Came in this month on Home and in Receipts this month.

Paid when you take the order

1. Start a New order

   Tap +, then New order, and add the customer and the items. See how to send an invoice.

2. Choose Paid now or Part now

   Under Payment, tap Paid now, or Part now and type what they paid.

3. Say how they paid

   Under Paid by, tap Cash, Transfer, POS or MoMo. Tap Add a reference to keep the transfer or POS reference.

4. Save

   Tap Save order, or Paid with the amount for a sale in the shop. You see, for example, Order … saved and paid. Receipt made.

Paid later, or bit by bit

1. Open the order

   Open Orders and tap it. The Balance filter in Orders lists every order with money still to come.

2. Tap Record payment

   Under How much, type the amount, or tap All of it or Half. Choose how they paid, and add a reference if you like.

3. Tap Save payment

   You see Payment saved, receipt made. with the balance left, or Paid in full. Receipt made. The receipt shows under Money on the order.

Record payment is also on the invoice itself. For an order from your website, the switch … is in my account on Confirm order records the payment and makes the receipt in the same step: see website orders.

Send the receipt

1. Open the receipt

   On the order, open Money and tap the receipt number. Or find it in the Orders tab under Receipts.

2. Tap WhatsApp

   WhatsApp opens with a thank-you message ready: the amount, the receipt number, any balance left and the link. Send it.

3. Or send the PDF

   Tap Share PDF, or Copy link. Under More, tap Download PDF or Open the customer's page.

On the order, WhatsApp also offers Send the receipt for the latest payment. Your customer opens the receipt on any phone: your logo, the Amount received and any Balance remaining. Like invoices, each receipt has a code anyone can check at nfelia.com/verify.

Find a receipt

Open the Orders tab and tap Receipts. At the top, Receipts this month shows what came in since the 1st. Search by the customer's name or the receipt number, and sort by date or by amount. The chips For invoices and Paid on the spot separate payments on orders from older on-the-spot receipts.

Screens from Ivie Luxe Hair, an example business.

Put a mistake right

• Recorded on the wrong day? On the order, open More and tap Change dates: you can set the day each payment came in. You see Dates saved. Your reports count it on those days. The owner and admins can do this.
• Paid more than the total, after you changed the items? The order says so, and the owner or an admin chooses Keep for next order or Give it back.
• Giving money back? On the order, open Money and tap Give a refund. Nfelia makes a refund slip to send the customer. The owner and admins can do this.
• A receipt can't be deleted when it belongs to a payment on an order: it stays with its payment, so your records stay honest. If you saved a wrong payment, message us on WhatsApp and we will help you put it right.

Know when money comes in

The owner and admins can have payments reach their phone the moment someone else on the team records them. Open More › Notifications and turn on Phone for Money in. To keep amounts off your lock screen, turn on Hide amounts on the lock screen. Staff never see amounts. See install the app to turn phone alerts on.

Common problems

Still stuck? Message us on WhatsApp.