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How to create a sales receipt

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How do I create a Sales Receipt?

A receipt is issued to your customers if your customer paid upfront/on-the-spot for your products or services. You can issue an invoice, if the customer has not paid or completely paid for the products/services.  Click here to learn more on how to create an invoice. See below for steps on how to create sales receipts.

To create a receipt 

On Web:

  • Click on Sales icon on your desktop version
  • Click on Create New
  • Click on New Receipt 
  • Fill in all the details
  • At the top right corner, click on Send
  • A drop down menu will appear with two options (send via email or send via WhatsApp)
  • Select any of the options and click on it.

On Mobile:

  • Go to the Home page
  • Click on Create Receipts
  • Fill in all the details
  • Click on Send at the top right corner to perform an action (either send as Email or send via WhatsApp)
  • Click Done after you have selected the action to be performed

Alternatively, On Mobile:

  • Click the + button at the bottom center of the screen
  • Click Create Receipts
  • Fill in all the details
  • At the top right corner, click Send to perform an action (either send as email or send via WhatsApp)
  • Click Done after you have selected the action to be performed
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