What are Payment Receipts?

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:

Mili_Demo___OfficeRnD_-_Google_Chrome_2019-12-30_18.16.54.png

And here's a screenshot after the invoice has been charged:

Mili_Demo___OfficeRnD_-_Google_Chrome_2019-12-30_18.19.22.png

How can I generate/send a receipt?

You can generate/send a receipt by doing the following:

  1. Go to Invoices.
  2. Click on a Paid invoice for which you'd like to generate/send a receipt.
  3. 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:

  1. Go to Settings
  2. Go to Billing
  3. 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:

  1. Navigate to Settings.
  2. Go to Templates.
  3. 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 support@officernd.com. 

 

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