How to print a customer receipt for payment of an invoice

Wendy_7689800
Wendy_7689800 Member Posts: 58 Reckoner Reckoner

Is there a way yet to print a payment receipt, for a customer. I know that you can print invoice that says paid, but the government are refusing to accept this for purposes of the homebuilders grant. Obviously I can type up a letter confirming their payments, or I could try providing them a statement. However, I'm just wondering if there is an option that I'm missing to print a receipt?

Comments

  • Wendy_7689800
    Wendy_7689800 Member Posts: 58 Reckoner Reckoner

    Is there a way yet to print a payment receipt, for a customer. I know that you can print invoice that says paid, but the government are refusing to accept this for purposes of the homebuilders grant. Obviously I can type up a letter confirming their payments, or I could try providing them a statement. However, I'm just wondering if there is an option that I'm missing to print a receipt?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,781 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    There is now a option to print a receipt from the Customer Payment window:

    However, it doesn't look like a traditional "Receipt" as it's just a default-layout printout:

    If this doesn't suffice, depending on what the Govt Dept's specific requirements are (find out what they need), I would make a copy of your current Invoice template & customise it to include the Payments/Credits & Balance Due fields to reflect payment.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Viv A
    Viv A Member Posts: 77 Reckoner Reckoner

    Hi all,

    This only seems to apply if the payment is against a Tax Invoice. We have some customers who pay in advance and the value is left on their account as a credit. I would love to be able to send through a Payment Receipt for these....

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,781 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited August 2021

    This Payment Receipt option is also available for unallocated payments too - It just generates a different template (without reference to an invoice)

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Viv A
    Viv A Member Posts: 77 Reckoner Reckoner

    Thanks Acctd4,

    When I try to click on the button for that payment an error pop up says "you must first select an existing transaction before you can print the payment receipt" ...

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,781 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    @Viv A Have just tried it & you're indeed correct!

    Create a Sales Receipt (You can rename it "Receipt") & issue this instead. When you invoice the customer later, add a line to deduct this from the invoice.

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)