You can attach a tax invoice/receipt as a PDF to customer notifications and keep a copy for your records.
Setting up your PDF Tax Invoice
First, you need to enable and configure the tax invoice feature in your WeTeachMe account. Follow these steps:
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Go to Add-Ons in Settings and enable the "PDF Tax Invoice" option.
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Configure the feature by selecting either Company or Individual/Sole Trader and entering the required details on the form. These details will appear on the tax invoice.
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Optionally, enable GST on all your listings or enable it individually for each listing.
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Save your changes.
How to View and Send a Tax Invoice to Your Customer
Once the feature is set up, you can view and send tax invoices to your customers:
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Go to Orders in Finance and use filters to find the specific order by customer name, email, status, or date range.
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Click on View Order or the icon on the right end of the row for the desired order.
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In the order page, go to Payment Activity and hover over the order record.
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Click the envelope icon to send or resend the confirmation email to the attendee, including the PDF Tax Invoice as an attachment.