Create Sales Receipt
To create a new sales receipt:
Go to Sales Receipts from the left sidebar.
Click the + New icon in the top-right corner of the page.
Fill in the required details.
| 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. |
| HS Code | The field will be auto-populated when you select an item in the Item Table, if you had entered the HS Code when you created the item. If you did not configure it during item creation, click the Edit icon next to the field and enter it. |
| Tax Category | The field is auto-filled based on the tax category selected when the item was created. |
| Tax | The column is auto-filled based on the customer’s address, the item’s tax category, and the customer’s country. |
| Apply Withholding Tax | Mark the option for each item that is subject to withholding tax. |
| Recent Transactions | Click the option 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.
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 .
Go through the template and click Send.
Let’s take a look at other actions you can perform.
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