What are receipts?
Receipts are documents that certify that a payment has been made. After the payment process has been completed, you can generate a receipt, which certifies its completion. You can also generate the receipt in order to see a detailed pdf of the document and then send it to the person or company, to whom the invoice has been issued.
Here you can see a screenshot of what the invoice page looks like before making a payment:
And here's a screenshot after the invoice has been charged:
How can I generate/send a receipt?
You can generate/send a receipt by doing the following:
- Go to Invoices.
- Click on a Paid invoice for which you'd like to generate/send a receipt.
- You'll see a Receipts section of the page, where you can generate a pdf or send it to the person/company whom the invoice concerns.
Here's how you can send payment receipts automatically:
- Go to Settings
- Go to Billing
- Scroll down to We'll send payment receipts: and check the box
How can I customize my receipts?
Like the invoices that can be generated, receipts also have their own template. You can see those templates by following these steps:
- Navigate to Settings.
- Go to Templates.
- Select the Invoices tab.
After you've opened the template, you can see all the customization options available to you below the text field.
Note: If you need more intricate customization to the template, please send us a document demonstrating the template you need at firstname.lastname@example.org.