Payments and receipts

The Payments page brings together the payment orders, payouts and receipts for the boards you worked.

Summary

At the top, three figures: Received (completed payments), To receive (pending orders, or Nothing pending) and Gross total. The Payout progress bar shows how much of the total has already been paid.

Look up an order

1. In Filter, choose All, Pending or Paid.
2. Each row shows Event, Location, Period, Status and Value.
3. Click the row to open its items: Type, Description, Session, Qty and Total (session honorarium, presentation fee, meal or travel reimbursements, adjustments).
4. Once paid, the row shows Paid on with the date, the PIX key used and the Receipt link.

Order status: Draft, Awaiting payment, Approved or Paid. Payout status: Pending, Processing, Paid, Failed or Cancelled.

Upload the signed receipt

When the organization requires a signed receipt, the row shows Receipt pending until you send it.

1. Open the order’s row.
2. Step 1: click Download template, print it and sign the receipt.
3. Step 2: click Attach signed PDF and choose the file. Only PDF is accepted.
4. The message Receipt uploaded confirms it. The row then shows Signed receipt received and Sent on with the date.

After sending, use View to open the file, Replace to send another one and Remove to delete it.

Attendance declaration

When the organization allows it, the order row has Attendance declaration: it downloads the declaration for the sessions you were assigned to.

Tip

The dashboard (Home) shows how many receipts are pending signature on the My Payments shortcut.