Receipts Management

A Receipt serves as an official proof of payment for your customers. It tracks incoming cash flows against your project quotes, helping you maintain clear, real-time balances for all jobs.

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How to Open Receipts

Depending on the device you are using, you can access your receipts here:

Desktop

It appears as a dedicated section directly inside your Project Details screen. You can also click the Expand Icon (the button with two small diagonal arrows) right next to the add button to open your full receipts page on its own screen.

Mobile

It opens as its own clear, standalone page found under the Sales link category.

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Creating a New Receipt

To record an inbound transaction, click or tap the orange + New Receipt button to open the entry window:

• Receipt Number: Automatically generated by the app to maintain consecutive indexing (for example, P102RCP01).
• Receipt Type: Select the option that best maps the payment structure:
  • Advance Payment, Balance Payment, Tips, or Opening Balance.

Smart Default

The app automatically pre-selects Balance Payment by default if you have already built invoices for the project. This helps speed up your workflow.

• Payment Method: Choose the customer’s payment medium from Cash, Bank Transfer, Cheque, Credit/Debit, or Other.
• Select Quotation(s): Check the boxes for the specific customer quotes this payment applies to. The form will display a helper field reading “Total value of selected quotations: “ to guide your numbers.
• Amount: Enter the exact payment value you received from the customer.
• Reference (Optional): Record an external tracking code (such as a bank transaction code or cheque number) for auditing records.

Optional Field

This field remains hidden if you select Cash as your payment method.

Once your entries look correct, click the orange Create Receipt button to save it to your ledger.

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Managing Your Saved Receipts

Saved receipts appear on your dashboard with details covering the transaction date, linked quote references, payment method, and exact amount.

On the far right of the receipt row, you can interact with these actions:

• Printer Icon (Print): Opens a print window showing a clean document preview layout. If everything looks right, click the Print Receipt command to output a paper or digital copy for your client’s accounting records.
• Trash Can Icon (Cancel): Clicking this button does not permanently wipe the entry from your history logs. Instead, it marks the transaction line status as safely Cancelled, preserving your historical audit trail.