How do I set up receipts?

The receipts in BizDiary are only provided as a simple way to create and print receipts related to your appointments. They are provided as a convenience and are not intended to replace a full book-keeping/accounting system.

As well as detailing items/services purchased, receipts can be customised to show specific information relating to the Customer, and to the Personnel of the appointment.

Account Settings for Receipts

To customise the text that appears on the receipt, and set the format of receipt numbers…

1. Log in as the administrator user.
2. Go to Account > Settings and select the Receipts tab.
3. Enter a Title for the receipt.  E.g. “TAX INVOICE”.
4. Enter a Business #.  E.g. “ABN: 12 345 678 901″
5. Set Address details to appear in the header.  If not set, then the main account address is used.
6. You can also add a Logo to appear at the top-left of the receipt.
7. Set the format of the Receipt number. 
   Prefix appears before the number, Suffix appears after, and # Digits is how many digits to show.
   E.g. For a receipt like “DG-000195-Z”, you would set prefix to “DG-”, suffix to “-Z” and # digits to “6″.
8. Set the Tax Rate.  For GST this will normally be 10%.
9. Add some extra Info.  This appears towards the bottom of the receipt.  For example you could include a simple message thanking the customer for their business, or reminding them of payment terms.
10. Press [Save] to save your changes.

Service Information

It’s also useful to set the Invoice Cost and Taxable setting for each of your Services.  These values will then be automatically filled in when you create a receipt for an appointment.

Personnel / Customer Receipt Info

Each Personnel and Customer record can have special information added to appear on the receipt.

For Personnel this is useful for including details such as a provider number.

For Customers it may be used for information such as the referring physician (for example).

The order if information that appears in the footer area of the receipt is as follows...

1. Standard Receipt Information (from Account > Settings).
2. Personnel-specific receipt info (if any)
3. Customer-specific receipt info (if any)
4. Receipt comment (if any)

see also...

• What are the parts of a receipt?
• How do I create a receipt?
• How do I print a receipt?