Streamline Your Receipt Format for Payment for Accounting with airSlate SignNow

Receipt format for payment for Accounting

welcome back to and this guide in today's video we are going to show you how to create a receipt for paid invoices let's begin now the first thing that I need to do is to log in using your credentials if this is your first time in Zer row I need you to click the sign up option and from here just follow the on screen instructions and you're good to go creating a receipt for a paid invoice in zero is a way to provide your customer with proof of payment basically here's how you can do it I want you to navigate to the correct account in my case I'm switching over to the demo company us because the andig guide has limited data to work with now in this case I'm going to the reconcile tral items for example now for example one of our clients from Ridgeway university has already paid us like this one okay so they paid like 6,000 187 I want you to click on okay so that um transaction has been already reconciled after that the next thing you need to do is now I want you to go to the business Tab and go to the sales overview because we wanted to see the receipt we have created for the paid invoices right here and there's going to be a section that says paid let's search for that okay so this is the uh invoice the paid invoice now now all you're going to do is you have this option you can save as draft click on approve and approve for sending in my case I'm going to click on approve for sending and send it to with the uh email that you wanted that's going to be forand the guide for example this is you can of course customize at the template on how you want it um in my case I'm going to put it something like this one all right so um you can also include files as attachment include PDF attachment send me a copy on that but basically the uh PDF has already been here since we ready to save it all right and we have a separate video on how to customize an invoice here in our channel that you might want to check out all right after that all you're going to do is click on Save put in the uh I'm going to put in my the recipient and that's going to be and click on save you can also send me a copy on this email include PDF attachment and choose all this section all right now you see one Vin voice has been approved for sending after that you should always consistently issue receipts that reflects well on your business because it contributes to a positive repetition for reliability and Customer Care thank you so much for watching we will see you again in the next video