## Zoho Billing - Product, solutions, integrations, support, and resources Index

Access the complete documentation index at:
https://www.zoho.com/en-sg/billing/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Create Sales Receipt

* * *

To create a new sales receipt:

*   Go to _Sales_ module and click **Sales Receipts** from the left sidebar.
    
*   Click the **\+ New** icon in the top-right corner of the page.
    
*   Fill in the required details.
    
    ![Create Sales Receipt](/billing/images/help/images/sales-receipts/create1.png)
    
    Field
    
    Description
    
    Customer Name
    
    Select or enter the customer name for whom the sales receipt is created.
    
    Receipt Date
    
    Select the date on which the sales receipt is generated.
    
    Sales Receipt#
    
    The sales receipt number will be auto-generated. However, you can change the auto-generation series or enter a unique number by clicking the Gear icon.
    
    Item Details
    
    Select the item(s) to be included in the sales receipt.
    
*   Enter the following tax fields.
    
    *   **HS Code**: If you had entered the HS Code when you created the item, this field will be auto-populated when you select an item in the _Item Table_. If the code wasn’t configured during item creation, click the **Edit** icon next to this field and enter it.
        
    *   **Tax Category**: This field is auto-filled based on the tax category selected when you created the item.
        
    *   **Tax Column**: This field is auto-filled based on the customer’s address, the item’s tax category, or the customer’s country.
        
    *   **Apply Withholding Tax Column**: Check this for each item that is applicable for withholding tax.
        
    *   **Recent Transactions**: Click this to view all the recent transactions for the item in the right pane. You can also hover over the item price and click it to copy.
        
*   Enter the **Customer Notes** and **Terms and Conditions** if any.
    
    Field
    
    Description
    
    Payment Mode
    
    Select the mode of payment used by the customer.
    
    Reference#
    
    Enter the reference number for the payment.
    
    **Note:** The payment recorded here will not be listed under the Payments Received section. This amount will only be recorded under the account you have chosen.
    
*   Click **Save** to save the sales receipt or **Save and Send** to save and send the sales receipt to the customer’s email.
    
    ![Payment in Sales Receipt](/billing/images/help/images/sales-receipts/create2.png)

### Send Sales Receipt to Customer

To send a sales receipt to a customer:

*   Go to _Sales Receipts_ from the left sidebar.
    
*   Select the sales receipt you want to send.
    
*   Click **Send Mail** on top of the receipt .
    
    ![Send Mail](/billing/images/help/images/sales-receipts/send-mail.png)
*   Go through the template and click **Send**.
    

Let’s take a look at [other actions](/en-sg/billing/help/sales/sales-receipt/others.html) you can perform.