Discover the Internet Bill Receipt Format for Production that Simplifies Your Workflow

Internet bill receipt format for Production

hi i'm vicki of hit the books and this is your xero tip of the week in this video we're going to learn a couple of ways of producing a receipt for your customer and a couple of ways to send it if your customer requests a receipt there are a couple of ways you can produce one and a couple of options on how to send it let's first look at creating a receipt from an invoice if you have created an invoice for your customer you can find the invoice in the paid tab of the sale screen using the search box you then click into the invoice click the payment link at the bottom and then select options and you can see that there's two choices send receipts and view receipts pdf i'm going to select send receipt so i can automatically send it through xero system and i can just click this send button and the receipt is sent if on the other hand you have created a receive money transaction you will need to find this by searching for it in the account transaction screen reminder tip you can get the account transaction screen quickly by clicking the bank account name or number here i would then use the search to find the transaction click into it and as before i click options but this time i'm going to click view receipt pdf this downloads a pdf version of the receipt which i can then send via email as an attachment note you can also use this method of searching for the transaction in the account transactions screen to print a receipt from an invoice if you prefer and those are the ways to produce and send a receipt for an invoice and receive money transaction you