## Documentation Index

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

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

# Create Sales Receipt

## Create a Sales Receipt

To create a new sales receipt:

*   Go to **Sales** and select **Sales Receipts**.
*   Click **\+ New** on the top right corner of the page.

![info](/books/help/images/sales-receipt/create.png)

Field

Description

Customer Name

Select the customer for whom the invoice 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 **Customer Notes** and **Terms and Conditions** if any.

![info](/books/help/images/sales-receipt/item-details.png)

Field

Description

Payment Mode

Select the mode of payment used by the customer.

Reference#

Enter the reference number for the payment.

Deposit To

Select the account in which the payment is recorded.

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.

**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.

![info](/books/help/images/sales-receipt/payment.png)

* * *

## Send Sales Receipt to Customer

To send a sales receipt to a customer:

*   Go to **Sales** and select **Sales Receipts**.
*   Select the sales receipt you want to send.
*   Click **Send Mail** on top of the receipt .

![info](/books/help/images/sales-receipt/send.png)

*   Go through the template and click **Send**.

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