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Receipts

The Receipts page lets you issue proof-of-payment documents. Receipts are created from existing invoices, so every receipt is linked to a specific invoice.

Actions​

  • Create receipt — generate a receipt from an invoice (available on the invoice's action menu)
  • Search — find a receipt by number or client name
  • Download — save the receipt as a PDF
  • Send by email — email the receipt as a PDF attachment
  • Delete (trash icon) — remove a receipt

Creating a receipt​

  1. Go to the Invoices page and find a paid or partially paid invoice.
  2. Click Create receipt (receipt icon) on that invoice.
  3. Select which line items and amounts to include — you can issue a receipt for the full amount or a partial payment.
  4. Click Save to generate the receipt.

Statuses​

Receipts don't have workflow statuses. Once created they are final documents.

Partial receipts​

If a client pays in instalments, you can create multiple receipts against the same invoice, each covering a subset of line items or a partial amount.

First use​

Receipts become available as soon as you have at least one invoice with payments recorded.