HOW TO: Create and Download Cash Receipts

When your customer pays in cash, issue a cash receipt. Create and send these smaller, simpler receipts whenever you receive a payment from your customers. Once you set your invoice as paid, Invoice Home will automatically issue a cash receipt.

Send this auto-generated receipt to your customers to confirm you’ve marked their invoice as paid. And for our users on the free plan, don’t worry! This auto-generated cash receipt won’t count towards your monthly limit.

Additionally, create a cash receipt, regardless of how your customer pays. You can issue this receipt if your customer pays with card, check, money order, or other and be able to enter in your custom form of payment. The payment method will then be reflected on the receipt. This can include options such as bank transfer and online payment.

Whenever an invoice is marked as paid, your receipt will be automatically generated for you to download for your records!

All you have to do is click “Download Cash Receipt!” Here’s how:

How to Create and Download a Cash Receipt

1. Sign in to Invoice Home here.

3. Click the "Payments" tab.

4. Click "Set as Paid" and input the payment.

5. Select the payment method from the drop down menu

6. Click "Save Payment."

7. Click "Download Cash Receipt."

The cash receipt will be downloaded as a PDF and will appear in your browser's downloads.

Here's how your cash receipt will appear when you open the PDF.

That's it! You now know how to generate and download cash receipts.

Invoicing Tip: accepting cash as payments may make it take longer for your customers to pay you. Set up payment links to get paid online and get paid quicker!

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