This tutorial shows how to acknowledge receipt of an upfront payment. The applicant has created an application to which the upfront payment has been configured. The applicant pays the bill, and the application remains in Payment status until the local government authority has acknowledged receipt of the upfront payment.
|In the Application Workspace, scroll down to the Fees & Payments block and expand it by clicking Open on the right.|
The invoice form opens.
Click Set as Paid on the bill.
A confirmation dialog appears.
Select the payer name in the recipe and payment method from the drop-down menus.
Confirm the selections by clicking Set as Paid.
|Once the payment has been acknowledged, a paid-on date appears on the top of the bill. Also, a downloadable receipt is automatically generated.|
|An example of the receipt in PDF form.|
Email notifications about the payment confirmation are sent to the applicant, property owner, and payee.
They can enter the application from the email notification by clicking Open Application.
These parties can also sign into Cloudpermit and navigate to the respective application´s Fees & Payments block and access the automatically generated receipt from there.
They can also download the recipe.
Note that after the local government has confirmed the received payment, the status of the application turns to Submitted.