Sales Receipt Preferences

Let’s have a look at the various settings you can configure for the Sales Receipts module in Zoho Books.

Basic Settings

You can configure sales receipt preferences in settings. Here’s how:

• Go to Settings.
• Navigate to Module Settings, and select Sales Receipts under Sales.
• In the Preferences tab, fill in the following fields:
  • Deposit To: Select an account from the Deposit To dropdown where you want to deposit your sales receipts payments.
  • Terms and Conditions: Add terms and conditions that you want to include in a sales receipt, if needed.
  • Customer Notes: Add notes that you want to include in a sales receipt, if needed.
• Click Save.

Fields

You can add multiple custom fields for the Sales Receipts module and assign different data types for each of them. Learn more about Fields.

Record Locking

You can enable record locking in the Sales Receipts module to prevent users from editing sales receipts after they are locked. Only users with the required permissions can update locked sales receipts, helping protect important records from accidental changes. Learn more about Record Locking.

Buttons

You can create new buttons in the Sales Receipts module to perform specific actions for your transactions, or to open external links. You can create them using deluge script and execute actions based on the functions you add. Learn more about Buttons.