How Sales Receipts are Created Automatically?

Updated on May 29, 2020 06:53AM by Admin

Invoices and Sales receipts are quite similar apps but, here the difference is Invoices are used to track the payments made, whereas Sales Receipts are used to record the details of an Order.

When an Order is created, as an acknowledgment a Sales Receipt will be created automatically.

Steps to follow

  • Login and access the Orders app form the universal menu.
  • Click on the Create button.

  • Add the Customer and other information to create the Order.
Create Orders

  • Scroll down to view the Payment Term, select the Immediate.
  • Select the Payment Method as
  • Add your card information and click on the Create button.
Payment Information

  • Once the order has been created, scroll down to view the Invoice/ Receipt Information.
  • You can view the Receipt.
Invoice info

  • Now, click on the receipt number.
Receipt Link

  •  You will be redirected to the Receipts Overview page on the Sales Receipts app.
Sales Receipts

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