How to Generate an Offline Receipt?
Generating an offline receipt allows you to record and acknowledge payments made by customers outside of the online payment gateway. Here's how to generate an offline receipt for a specific invoice:
Steps to Generate an Offline Receipt:
Navigate to the Invoice Detail Page:
- Navigate to the Invoice Detail Page: Go to the specific Invoice Detail page for the invoice you want to generate a receipt.
- Locate the "Offline Receipt" Button: On the Invoice Detail page, find and click on the Offline Receipt button.
Enter Payment Details:
- A pop-up window will appear where you need to:
- Select the Payment Mode (e.g., cash, bank transfer).
- Set the Transaction Date when the payment was made.
Note: A partial receipt can also be generated by enabling the Partial Payment" toggle button.
Save the Receipt:
- After filling in all the required information, click on the Save button to generate the receipt.
Email Notification:
- Once the receipt is generated, an email will automatically be sent to the customer with the receipt attached as a PDF.
This process ensures that offline payments are properly documented, and customers receive immediate confirmation of their payment.
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