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Customer: Sales Receipts

You can create sales receipts within Zubifi. A sales receipt is similar to an invoice except that it assumes payment is made as the receipt is created. The sales receipts are available in the Transactions area.

Creating a Sales Receipt

To create a new Sales receipt click the PLUS icon in the upper right corner of the screen (beside the user icon). Then select “Sales Receipt” from the menu. Then make sure to select a contact (or create a new one) and fill out the other fields as appropriate. You can set the payment method and reference number for the receipt as desired.

DOCUMENT NUMBER The document number is defaulted to an auto-generated value starting with RC00001 and incrementing by one. You can change this value to meet your own needs.

MEMO The memo line is normally not included on the document when it is printed or emailed, but you have the option to incude it by checking the box labeled “Visible to Customer?” and saving the document. This will print the memo at the bottom of the PDF document.

LINE ITEMS You can have multiple line items. The default shows up to 5 but you can add more lines by clicking the “Add Line Items” link under the table. Each line item requires you to add a Product or Service and enter both a quantity and amount in order to be properly added to the document. The tax rate is automatically selected by first looking at the contact's individual settings and if not set then reverting to the company settings.

CUSTOM FIELDS Sales Receipts support custom fields that can be set under the Settings menu. You can add up to 20 custom fields that will be available to all sales receipts.

EMAIL & PRINT QUEUES You can opt to include the document in the print or email queue list by checking the appropriate box in the Add to Queue area at the top of the line items box. To view and manage your queue click the Bell icon at the top of the screen (beside the user icon) and select the appropriate queue (email or print) to manage.

Transaction Fees

If you are processing a credit card and would like to include the transaction fees or other similar fees then the transaction fee area can be expanded to accommodate these items. When using PayPal Payments this section is utilized to account for the transaction and processing fees that PayPal generates. These fees offset the total amount of the funds available for deposit. For example, if I create a receipt for $100 and have a $10 transaction fee then the amount visible to the deposit is the difference or $90. The $10 would go directly to the transaction fee expense account.

In normal processing you will not need to use the Transaction fees section since for most customers any card fees are billed and paid at a different time. The Transaction fees are only for fees incurred and at the time of purchase and will not ever be sent to your bank account. (PayPal withdraws its fees before it sends you the funds for example.)

Linked Items

If a sales receipt is related to another document then the related documents will show at the bottom of the page. For example, if the receipt was deposited then you would see the related deposit in the Linked Documents section.

Once a sales receipt has a related document attached then it has limited items that can be changed without first unlinking it from the related document.

Other Actions

Once a sales receipt has been created there are several additional actions you can perform. These include:

  • Print to PDF
  • Send as Email
  • Create a Copy

The actions are available beside the Save button at the top of the screen in the dropdown menu. In addition, you can add attachments to sales receipts.

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customer/salesreceipts.txt · Last modified: 2019/09/30 16:23 by admin