Manage Sales Receipts

Let’s have a look at the various options available to manage sales receipts in Zoho Books, including filtering, sorting, customizing the list view, and more.

Status of Sales Receipts

Sales receipts in Zoho Books can have the following statuses: 

Filter Sales Receipts

Filter by Status

You can filter sales receipts based on their statuses. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the All Sales Receipts dropdown on top of the page.
• Select the status by which you want to filter the sales receipts.

The sales receipts will be filtered based on the selected status.

Filter by Period

You can filter sales receipts based on their period. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the dropdown near the Period: on top of the page.
• Select the period by which you want to filter the sales receipts.

The sales receipts will be filtered based on the selected period.

Create Custom Views

You can create custom views to filter sales receipts based on criteria that you define. Learn more about Custom Views.

Customize Columns

You can choose the columns to be displayed on the main page. You can also rearrange the columns on the same page. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the Customize icon and select Customize Columns.
• In the Customize Columns popup, select the columns that you want to view in the main page.
• Drag and drop a column to rearrange the columns as per your preference.
• Click Save.

You can pin columns on the main page by clicking the Pin icon. You can pin up to two columns at a time. Pinned columns appear as the first columns in the list and remain fixed while you swipe across the other columns.

If the text in a column is too long to fit within its width, click the Customize icon and select Wrap Text to display it on multiple lines. If you’ve enabled wrapped text and want to view the text on a single line again, click the Customize icon and select Clip Text.

Sort Sales Receipts

You can filter sales receipts based on their statuses. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the More Actions icon on the top right corner.
• Click Sort by and select the column you want to sort.

The records are sorted in ascending or descending order, as indicated by the arrow next to the column. Click the column again to switch the sorting order.

Refresh List

You can refresh the list of sales receipts to view the latest changes, such as newly created, updated, or deleted sales receipts. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the More Actions icon on the top right corner.
• Click Refresh List.

The list of sales receipts will be updated to display the latest changes.

Reset Column Width

If you’ve resized the width of the columns, you can reset them to their default width. Here’s how:

• Go to Sales on the left sidebar, and select Sales Receipts.
• Click the More Actions icon on the top right corner.
• Click Reset Column Width.

The column widths will be reset to their default size.