How can I generate a payment receipt?

When you receive a payment, you can quickly generate a receipt to confirm the transaction with your client. The receipt can be sent by email or printed for your records.

How do I send or print a receipt?

Follow these steps after receiving a payment:

1. Open the client’s record.
2. Go to the Invoicing tab.
3. In the dropdown menu, select Paid.
4. Find the invoice for which you want to generate a receipt.
5. On the far right of the invoice line, click the three dots to open the action menu.
1. To send the receipt by email, select Send receipt.
2. To print the receipt, select View receipt, then click the print button in the window that opens.

What should I know about receipts?

1. Receipts are only available for invoices marked as paid. Before payment, only the Send invoice option is available.
2. Each receipt shows the amount paid, the payment date, and the client’s details to meet administrative and accounting requirements.
3. All receipts remain accessible at any time in the Invoicing section of your records.

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