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How Do I Create a Receipt?

From your Invoice Maker account dashboard, you are able to make receipts with ease once you've been paid by your customer. After creating your account, you can create your first receipt upon login.

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To make a receipt, simply follow the prompts:

  1. Click on Create
  2. Select Receipt
  3. Add all Pertinent Data pertaining to the invoice 
  4. Select a client from the Bill To dropdown menu
  5. Click Add Payment
  6. Enter the PAYMENT METHOD 
  7. Send or Download the receipt for your customer or for your records

You can find your saved receipts in the menu bar on the left-hand side of your dashboard.

Receipts_Dashboard.jpg

Once your receipt is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have an electronic record of the payment they made to you, and they also have the ability to download the receipt as a hard copy for their records.

Please note that a receipt is different than a PAID invoice. Currently, a receipt will not be automatically generated after an invoice has been marked as PAID. A separate receipt must be made if requested by your customer. 

 

 

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