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Generate Receipt

Generating Receipt​

From anywhere on the app, navigate to the Documents page or proceed if you are already on document page

Create document

Select Receipt and click on Start creating

Select document

On the link invoice page, choose the customer and the corresponding paid invoice for which you want to generate a receipt.

If you can't find your invoice in the list of displayed invoices, you can use the search input field at the top right corner to search by invoice number or customer name.

Once you find your invoice, click to select it and then click Next to proceed

Select invoice

Select payment type​

If the customer paid in full, select Completed paymen (the input field will be auto-filled with the total amount on the invoice), or select Partial payment if your customer paid only part of the invoice. Click on Generate receipt to proceed.

Generate modal

Preview your receipt and click on Save receipt

Preview receipt

Your receipt has been saved successfully. If you don't want to send or download the receipt now, you can still send or download it later from the document details section of the receipt.