Link Invoices to Receipts (Invoice - Receipt Mapping)

• Go to Settings and open Billing Settings.

• Enable the toggle for ‘Link invoices to receipts’.

• Then, go to Receipts and click on the + New button.

• Enter all details, including the client.

• The invoice(s) will appear under the 'Settle invoices' section with Invoice Date, Invoice No., Total Amount, and Due Amount.

• Enter the amount in the payment field (next to the Due Amount column).

• You can also use the Auto Apply button for automatic filling.

• Click on the Save button, and your receipt will be generated and linked to invoices as well.

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• Billing Settings (Invoice, Receipt and Quotation Settings)

  • Go to Settings and open Billing Settings. • Enable the toggle for 'Link invoices to receipts' (if you want to link invoices to receipts and maintain invoice status). • Enable the toggle for 'Enable item wise discount in invoice' if you want to show ...

• Create a Receipt

  Go to Receipts, and Click on “+New” button. Fill in the basic details (Date, Receipt no., Payment mode, Client name and Amount). Click the Save button (Receipt saved).

• Cancel or Reverse-cancel the Receipt

  Cancel Receipt Go to the Receipts dashboard and open the receipt. Click on “Cancel Receipt” button and confirm it. Your Receipt will be cancelled. Reverse-cancel Receipt To reverse cancel, open a cancelled receipt. Click “Reverse-cancel” button to ...

• Create an Invoice

  Go to Invoices, and Click on “+New” button. Search and click on the client’s name. Enter the date of invoice, invoice no., payment term and due date. Select the task(s) you are invoicing and click the Save button. Your invoice has been generated.

• Cancel or Reverse-cancel Invoice

  Cancel Invoice Go to Invoices and open the invoice. Click on “Cancel Invoice” button and confirm it. Your Invoice will be cancelled. Reverse-cancel To reverse cancel, open a cancelled invoice. Click “Reverse-cancel” button to open the edit invoice. ...