How do I create a receipt?

Mostly receipts are associated with a specific appointment, but you can also create a more general receipt.

Creating a Receipt

You can create a receipt relating to an appointment from the menu in the calendar, or when editing or viewing the appointment.   Information from the appointment is used for filling in the receipt.

You can also create a receipt directly from the menu. In this case you will need to select a customer for the receipt.

You can include up to 5 detail lines on the receipt.  When created for an appointment, the first line will already be filled in with the Service of the appointment.

If the receipt has been paid you can record this along with the source for payment (e.g. Credit Card).

You can also add a comment which prints at the bottom of the receipt (below the Info from your Settings).

You can also add notes.  These are for your internal use, and DO NOT print on the receipt.

Automatic Receipt Numbering

Each time you create a receipt it uses the next available number.  Even if you don’t save the receipt this number will be “burned”.  This is required to prevent two users accidentally creating a receipt with the same number.

You can set the value for the next receipt number in the Account Settings, but be careful not to use a number that will cause an overlap with existing numbers.  The system is smart enough to not duplicate a receipt number, but it can cause performance problems if the program has to go looking for a number that it can use.

If you change the prefix or suffix then it is okay to reuse the same numbers, as the full receipt number will be different.