Creating receipts for your journal entries

After clicking “Finalize”, you will be shown the receipt page.

If you are signed in to the app, the app can automatically fill certain fields. Namely, the business name and address, the branded color scheme, logo, and the footnote message. We’ve found professional receipts help with building credibility which is critical for getting repeat business.

These attributes are configured in your account settings. Go to “Menu”, “Settings”, and click the “Edit” icon next to “Addresses”. Click “Edit” next to “Receipt address” to configure it. “Business name” is configured under “Profile” in “Settings”. “Color scheme” and “logo” are configured in “Invoice and Receipt branding”.

Continuing with creating a receipt, you can fill the “Paid by” and “Date paid” field for the particular journal entry. “Receipt number” is auto-generated for you.

If you are signed out of the app without internet connectivity, you can still generate recipes. The only difference is that you will be asked to type in your “business name” and “address” to display in the receipt.

Clicking “Share” on a mobile device lets you send the receipt through any means available on your phone, such as by email, SMS, bluetooth, etcetera.

The “Paid by” and “Date paid” fields are saved to the system for future reference and you can view them by clicking “Expand” on the completed journal entry.

Finally, to create a new receipt for a completed journal entry, simply click “More” followed by “Receipt”.