Receipts
A Receipt records money coming in — a payment from a client against one of their invoices. Each receipt is auto-numbered (RCV-0001, RCV-0002, …).
What a receipt captures
- The invoice it pays (with a snapshot of its number and client)
- Date, amount, and payment mode (cash, bank transfer, UPI, cheque, card, other)
- Optional reference (e.g. a UPI or cheque number) and notes
Which invoices can I pick?
Every invoice except fully-paid ones is listed — drafts, sent, and partial all qualify. Recording a receipt against a draft promotes it to partial/paid. The amount isn't capped at the outstanding balance, so overpayments are allowed.
Record a receipt
From an invoice or the Receipts page, enter the amount received, date, and how it was paid.Watch the invoice update
The linked invoice's paid amount increases, and its status becomes partial or paid automatically.Keep a reference
Add the UPI/cheque reference so you can reconcile against your bank later.
View & print a receipt
Open any receipt from the Receipts list (click its number or the eye icon) to see its full detail page. From there you can:
- Download PDF — a branded payment-receipt voucher (your logo, colours, and footer from Settings).
- Print — opens your browser's print dialog with the same voucher.
- Share — on supported devices, share the PDF via the native share sheet.
- Edit or Delete the receipt.
The voucher shows the receipt number, date, who you received from, the linked invoice number, the amount (with amount-in-words for ₹), payment mode, and any reference or notes.