How to Create a Receipt in BolderInvoice

Step 1: Navigate to the Receipts Section

1. From the dashboard, look for the "Receipts" option in the left-hand navigation panel.

2. Click on Receipts to access the list of issued receipts.

Step 2: Create a New Receipt

1. Click on the Create Receipts button, located in the top right corner of the screen.

Step 3: Choose a Method to Create the Receipt

1. After clicking on "Create Receipts," a pop-up window will appear with two options:

   • From scratch: Create a new receipt without linking it to any specific invoice.

   • From an invoice: Generate a receipt based on an existing invoice.

2. Choose From an invoice to speed up the process by using details from an already issued invoice.

Step 4: Fill in the Receipt Details

1. In the "Receipt from invoice" pop-up window, the following fields will appear:

   • Invoice number: This will be pre-filled with the selected invoice number.

   • Receipt issued: Set the date the receipt is issued.

   • Customer name: This will auto-populate based on the invoice.

   • Paid in full: Toggle this option if the invoice has been paid fully.

   • Amount: This field will auto-fill based on the invoice but can be edited if necessary.

   • Payment method: Select the payment method from the dropdown menu (e.g., Card Payment, Bank Transfer).

2. Verify the information and make any necessary adjustments.

Step 5: Generate the Receipt

1. After filling out the form, click the Generate Receipt button to create the receipt.

2. Your receipt will be added to the "Issued Receipts" list, visible in the Receipts section.

Step 6: View the Issued Receipt

1. Once the receipt has been generated, it will appear in the Issued receipts tab with the other processed receipts.

2. You can view, download, or manage the receipt from this screen.