Sales Receipts Preferences

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

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 Billing. 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.

Note: To add a bank account as your payment clearing account, you must first set it up. Here's how: Go to Settings > Online Payments > Payment Gateways and add your bank account.

Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your sales receipts.

Customer Notes

The customer notes that you enter here will be used as default notes and will be included in the sales receipts that you send your customers. You can edit this customer notes while creating or editing a sales receipt.

Field Customization

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

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