Skip to main content

Create a cash receipt

A cash receipt is proof of payment that you can send or print for your client after they pay an invoice.

Note: Before creating a cash receipt, you must first add a payment to the invoice.

Mobile app

  • Open the paid invoice from Documents - Invoices

  • Swipe up the action bar at the bottom

  • Tap Send Receipt

  • A receipt preview appears

  • Tap the icon on the right to Print or Send it to your client

Website

  • Open the invoice and add a payment if not done already

  • Click the Create button in the upper left corner of the invoice preview

  • Select Cash receipt

  • A PDF is generated and downloaded automatically

The amount and date on the cash receipt match the payment that was added to the invoice.


Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.

Did this answer your question?