After you create an invoice the next step (in an ideal world) is to receive prompt payment from your customer (did I mention this was an ideal world?). After receiving payment you can use Invoiceplace to create a receipt which will update the amount paid on the invoice.

Previously you first needed to find the invoice and click on the create receipt icon (as below).

Finding the invoice had been improved by the new search feature, which gives you a way to search on the invoice number. However this has been made even faster and easier by a simple two-step process:

1. Enter the invoice number.
2. Create the receipt.

This process is about saving time when you manage your billing. Accounting doesn’t have to be a hassle, which is why this way of recording payment has been created to reduce the number of steps required to track payments.

How to create a receipt

You can create a receipt from the home, invoice or receipt tabs. The example below starts in the invoice tab.

1. Click on the link titled ‘Create Receipt’.

2. Enter the invoice number for which you have received payment, and click on the ‘Create Receipt’ button.

3. Complete the receipt details.

Accidents happen! Safeguards to make sure you don’t enter the same payment twice

If you create a receipt for an invoice that already has had payment received the invoice page will open. The following message will appear:

A receipt has already been created for this invoice – please check that you are not entering the same payment twice.

This message is displayed to prevent you from accidentally entering the same payment twice. You can still create a receipt by clicking on the link ‘Create Receipt’ in the invoice review page.

Try Invoiceplace today – Easy Invoicing And Quotes From Anywhere. No sign up required, click here to start.