AccountsPortal Help Documentation

Print or Email Receipts

This feature enables you to generate and print/email a receipt for goods or services provided to a customer.

The receipts can be used as a tax/VAT/GST receipt or invoice as required.

For Customer Invoice Receipts and Supllier Refunds, the payment notification includes a list of invoices or credit notes that are relevant to the payment and can be printed or emailed as required.

For General Receipts, the payment notification includes the tax/VAT/GST component of the payment.

This feature is not available for Overpayments.

Navigate to the relevant bank transaction. Click on either of the Email Receipt or Print Receipt buttons.

Using Email Templates

Using email templates is a great way to speed up creating and sending emails. Please see Email Templates for more information.

Styling the PDF

See Statements, Remittances and Receipts for more information on styling the resulting PDF Remittance Advice with regards to the logo, header and footer settings.