Create Sales Receipt
ON THIS PAGE
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Go to Sales and select Sales Receipts.
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Click + New on the top right corner of the page.
| Field | Description |
|---|---|
| Customer Name | Select the customer for whom the invoice is created |
| Receipt Date | Select the date on which the sales receipt is generated. |
| Sales Receipt# | The sales receipt number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon. |
| Item Details | Select the item(s) to be included in the sales receipt. |
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Enter the Customer Notes and Terms and Conditions if any.
| Field | Description |
|---|---|
| Payment Mode | Select the mode of payment used by the customer. |
| Reference# | Enter the reference number for the payment. |
| Deposit To | Select the account in which the payment is recorded. |
Note: The payment recorded here will not be listed under the Payments Received section. This amount will only be recorded under the account you have chosen.
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Click Save to save the sales receipt or Save and Send to save and send the sales receipt to the customer’s email.
Send Sales Receipt to Customer
To send a sales receipt to a customer:
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Go to Sales and select Sales Receipts.
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Select the sales receipt you want to send.
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Click Send Mail on top of the receipt .
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Go through the template and click Send.
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