Înapoi la listă Înapoi la listă

How do I add a receipt?

There are two ways to add a receipt:

  1. From main menu

– click on ‘+Add’, then select ‘Receipt’

  1. Starting from the invoice for which you want to add a receipt

– from the list of invoices, click ‘+’ that is on the same line as the one you are interested in

In both ways you reach a page where you can add a receipt.

3. Directly from the details invoice view page, click on ‘Add a receipt’

In both ways you reach a page where you can add a receipt.

If you issue the receipt for the full amount on the invoice, do not forget to close the invoice as paid.

*Other important information:*

– when you have a long list of invoices or if you have to issue a receipt for an older invoice, it may be harder to find that invoice directly from the chronological list: we advise you to use searching options.

– the receipt number will automatically fill in after you define a series (find out here how to define a document series).

– find out here how to change the receipt design / template (for example, you can choose the invoice and the receipt to be on the same page).

Înapoi la listă Înapoi la listă