How to print a customer receipt for payment of an invoice

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

Acctd4

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.

Viv A

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

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

Viv A

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

@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.

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