Payment receipts are generated from recorded invoice payments.
When receipt number is created
When a payment is recorded, the system tries to reserve a receipt number using document sequence type:
payment_receiptIf sequence configuration exists, receipt numbers follow the business document settings pattern.
Receipt data
A payment receipt can include:
- Receipt number
- Invoice number
- Payment date
- Payment method
- Payment reference
- Paid amount
- Invoice total
- Balance
- Customer name/address
- Business name/logo/email/address
- Currency
- Items/summary from invoice data
Receipt actions
From invoice payment history, click View Receipt.
Available receipt actions:
- Share
- Download
- Close
Best practices
- Always record payment method and reference for non-cash payments.
- Keep business logo and address updated because they appear on receipts.
- Configure payment receipt numbering in document settings if you want a professional receipt sequence.
- Use receipt download/print for offline handover.