Creating receipts

In Zervant you can create receipts to inform your customer that they have successfully paid your invoice. This is not obligatory, but is a very useful feature to reassure to your customer that their payment has been received.

You can create a PDF receipt from an invoice marked as Paid. To create a receipt:
  1. Go to the Invoices tab.
  2. Select the invoice for which you would like to create a receipt.
  3. Click on the Receipt button. This will automatically create and download a PDF copy of your receipt.

Please note:
  • Zervant creates the receipts directly from an invoice. As such, it is not possible to modify receipts, or create receipts before an invoice has been created.
  • If you wish to email a receipt to your customer, you will need to download it and send it through your own email account for now.
  • At this time, it’s not possible to create receipts for Down Payment or Payment Schedule invoices, or for Credit notes.

Last Updated: Jan 30, 2019 09:03 PM
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