You can create invoice receipts in the Invoice Workspace. Here's how you can generate an invoice receipt:
- Choose "General Financials" from the main menu on the left side of the screen.
- Choose Invoices/Receivables. This will take you to the Invoice List
- Find and open the invoice that you want to generate a receipt for.
- There are two buttons you can use to generate the invoice receipt.
- At the top of the Invoice Details tab, in the title bar, you'll see a small "PDF" icon
- At the bottom of the Invoice Details tab is the "Print To PDF" button.
- Clicking either of these buttons will take you to the Invoice Print page.
- You can choose to either print the invoice, or a receipt, by selecting Invoice or Receipt in the control at the top left of the page.
- Click the "Save To PDF" button to save the invoice to your device.
You can also choose to simply email the invoice or receipt. To do that:
- There are two buttons you can use to email the invoice receipt.
- At the top of the Invoice Details tab, in the title bar, you'll see a small envelope icon
- At the bottom of the Invoice Details tab is the "Email Invoice" button.
- Clicking either of these buttons will take you to the Invoice Email page.
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- You can choose to either email the invoice, or a receipt, by selecting Invoice or Receipt in the control at the top left of the page.
- Click the Email Invoice button at the top right of the screen.
- This will open the "Send Email" window.
- You can enter only one of each of these:
- The email address of the person the email should be coming from. In the "From" field. (Use validated emails.)
- The email address of the person the email is going to, in the "To" field
- An email address of a person you would like to copy in the "CC" field.
- Enter a subject.
- You can include a message in the body if necessary.
- Click the "Send Invoice" button.