Receipts
How JoinCPR numbers and issues receipts for card and cash payments, what each receipt shows, how staff view or resend them and where students find their copies.
Updated · JoinCPR help center
A receipt is created for every payment recorded in JoinCPR. Free registrations never get one.
Numbering
Receipts are numbered RCPT-{account}-{year}-{sequence}, for example RCPT-12-2026-00042. The sequence restarts each year and a receipt keeps its number forever, even after a refund.
When a receipt is issued and what is emailed
| Event | Receipt method | |
|---|---|---|
| Student pays by card at checkout | Card, with brand and last four digits | One Registration Confirmation email with the receipt PDF attached |
| Group pays by card | One receipt for the whole group, itemised per attendee | Every attendee gets a confirmation; only the payer's copy has the PDF |
| Staff charge a card from the roster | Card | Confirmation with PDF |
| Staff add a student as "manually paid" | Cash | Confirmation with PDF |
| Staff click Mark as Paid (Cash) later | Cash | A separate Payment Receipt email with PDF |
| Staff click Resend Receipt | Unchanged | Payment Receipt email with PDF |
| A refund (from the roster or from your Stripe or Square dashboard) | Marked Refunded or Partially refunded | The Refund Processed email with the updated receipt PDF attached (to the payer, for group payments) |
Pay-later and corporate client registrations have no receipt until you mark them paid.
What is on a receipt
- Your logo (or company name when there is no logo), company email, phone and website from Settings → General.
- "RECEIPT", the number, the paid date and a Paid, Partially refunded or Refunded badge.
- Billed to: the payer's name and email.
- Payment: "Visa ending in 4242", "Cash", "Check", "Other" or "Invoice", and the date.
- Class: title, date, time, location name and address.
- Items: the class, each add-on, "Discount (CODE)" as a negative line, and Total paid. Group receipts label each line with the attendee's name.
- If refunded: "Refunded on {date}" and the Net.
- Footer: "Issued by {Company}. Questions about this payment? Contact your training provider directly."
The printable page has Download PDF and Print buttons. The PDF is US Letter, named Receipt-RCPT-….pdf.
Viewing and resending as staff
On the class roster, a paid registration's menu shows View Receipt RCPT-… (opens the printable receipt in a new tab) and Resend Receipt (emails it with the PDF). If the student has no email address you see "This student has no email address on file."
The student profile does not list receipts; use the roster.
How students get receipts
- The PDF attached to their confirmation or Payment Receipt email, plus a View / Print Receipt button in the Payment Receipt email.
- My Account → Receipts on your portal, if you have enabled the student login portal and they have an account. Only the payer sees a group receipt.
Note
The View / Print Receipt link in emails points to the student's account area, so it only works when Enable student login portal is on under Student Portal settings. The PDF attachment always works.
Notes
- Mark Unpaid does not void a receipt that was already issued.
- Receipts can be customised only through the Payment Receipt email template; the PDF layout is fixed and uses your branding colour and logo.
- Your own JoinCPR subscription receipts are separate and live under Billing.