Create and Use Paid Receipts

Generate a professional receipt after recording an invoice payment.

Before you start

A paid receipt is generated from recorded payment data and does not replace the invoice.

Dashboard → Sales → Payments

Start from Dashboard, open Sales, and select Payments. On mobile, open the workspace menu first when the named menu is not visible.

Record the customer payment. Review the information shown before continuing to the next step.

Open the payment or paid invoice. Review the information shown before continuing to the next step.

Choose the paid receipt action. Review the information shown before continuing to the next step.

Confirm the invoice reference, payment method, amount and date. Review the information shown before continuing to the next step.

Preview the selected paid receipt template. Review the information shown before continuing to the next step.

Download or share the backend-generated PDF. Review the information shown before continuing to the next step.