How do I generate a payment receipt?

First, open the record of the person in question, go to the Invoicing tab and select Paid. Find the invoice for which you wish to send a receipt and locate the vertical ellipsis icon at the end of the row. Click on it to open the drop-down menu, and then on the Send receipt button. If you prefer to print the invoice, you can click on View receipt to open it and then Print. 

Please note that receipts are only available when the invoice has been marked as paid. Until then, you will only be able to send the invoice. 

• Related Articles

• Is it possible to send a receipt to the client when an invoice is marked as paid?

  Absolutely! Mark your invoice as paid, as you usually would. Check the box in the confirmation window to send the receipt to the client by email. The email addresses saved in the profiles section of the record will automatically appear. You can ...

• What payment methods can be used to pay an invoice?

  The following payment methods are accepted:

• Can the platform generate invoices in different currencies?

  No, the platform can only generate Canadian currency for now.

• Why are my revenues recorded according to the billing date and not the payment date?

  In the vast majority of cases, your accounting method will require revenue to be recognized according to the date on which the service is rendered and not according to the date of payment. This is known as accrual accounting. According to the Canada ...

• How can I generate a financial report?

  To create a financial report on Psylio, follow these steps: Go to the Finances tab in the left-hand menu and select Reports. Choose from global, revenue, expense, and tax reports for your desired period (e.g., current year, previous year, custom ...