Sales Receipt Preferences
Let’s take a look at the settings you can configure for Sales Receipts in Zoho ERP.
Basic Settings
To configure your sales receipts preferences:
Go to Settings on the top right corner of the page.
Select Sales Receipts under Sales.
Set Default Deposit Account
You can set a default account to track the payments you receive when you create a sales receipt in Zoho ERP.
Here’s how:
Go to Settings on the top right corner of the page.
Select Sales Receipts under Sales.
Select a deposit account to track your payments from the dropdown.
Click + New Account to add a new cash account.
Click Save and Select to save and update your preference.
Insight:
To add a bank account as your payment clearing account, you must first set it up. To set up a clearing account, go to Settings > Online Payments > Customer Payments and add your bank account.
Terms & Conditions
Enter your business’s Terms and Conditions that apply to your sale. These details will be displayed on the sales receipt, helping you clearly communicate any important information related to the transaction. This ensures transparency and sets clear expectations for your customers.
Insight:
You can edit the Terms and Conditions while creating or editing individual sales receipts and check the Use this in future for all sales receipts of all customers box to update it as your default preference.
Customer Notes
Enter notes you’d like to share with your customers. These notes will be used as default content and will automatically appear on the sales receipts you create in your organization.
Insight:
You can edit the customer notes while creating or editing individual sales receipts and check the Use this in future for all sales receipts of all customers box to update it as your default preference.
Field Customization
You can add multiple custom fields for the Sales Receipts module and assign different data types for each of them. Learn More
Insight:
You can track the custom fields you’ve used by clicking Custom Fields Usage** next to + New Custom Field. On the Sales Receipts – Custom Fields Usage page, you can view how many custom fields are used and how many are still available for each field type, along with their maximum limits.