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Issuing receipts manually to paid students

Updated: Sep 6

When a student asks for a receipt after they send us payment, the student support specialist shall do the following steps.

  1. For Movers and Shakers students in Los Angeles, please see the Dropbox folder "Quotes and Receipts and Invoice Templates".

  2. Open the Word Doc "Sales Invoice" and edit.

  3. Save the file as pdf and rename it using this format: Movers and Shakers Invoice - {FullNameOfStudent}.pdf

  4. Send to the student using your company email.


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