Sales Receipts

In Zoho Books, businesses can quickly create and send sales receipts to their customers. These sales receipts include key details like the transaction date, seller and buyer names, items purchased, prices, payment methods, taxes, and terms. A sales receipt records the sale and payment in one step, useful when you sell a product and receive payment immediately.

Enable Sales Receipts

To enable Sales Receipts:

Now, you can start sending sales receipts to your customers.

Configure Sales Receipts Preferences

Once you enable sales receipts, you can configure sales receipt preferences in settings. Here’s how:

Now, after configuring sales receipt preferences, you can create and send sales receipts to your customers.

Create Sales Receipts

To create a sales receipt:

Now, when you save the sales receipt, the system instantly records the payment and changes the status to Paid. You can also choose to send it to the customer later.

Send Sales Receipt to Customers

You can email the sales receipt to customers later if you want to notify them of the payment. This is useful if you missed the option to send it while saving or if you prefer to send it later. Here’s how:

Other Actions for Sales Receipts

Edit Sales Receipts

Customize Columns of Sales Receipts

By default, the List View page displays sales receipts with specific columns arranged in a certain order. You can include or rearrange the columns you see and export the sales receipts with your customized columns. Here’s how:

Now, once you add and reorder columns for sales receipts, you can view them in the customized order on the List View page. You can also export these sales receipts with the same order of columns.

Mark Sales Receipt as Void

If you want to cancel the sales receipt without deleting the transaction, you can mark it as void.

Warning: Once you void a sales receipt, you cannot undo this action.

To void a sales receipt:

To print a sales receipt:

Clone Sales Receipts

If you need a new sales receipt with the same details, you can clone the existing one. Here’s how:

Bulk Update Sales Receipts

If you need to update a specific field in multiple sales receipts at once, you can use the bulk update option. Here’s how:

Delete Sales Receipts

To delete a sales receipt:

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