A Receipt of Payment acknowledges money you received from a customer. Unlike an invoice, it has no line items, quantities, or prices — it simply records who paid, how much, and what it was for. Use it when a customer pays you and you want to hand them (or file) a proper receipt.
This is different from an invoice (a request for payment, with line items) and from the Record Payment button on an invoice (which marks an existing invoice paid). A receipt is the standalone money-in document.
Where to find it
In the Business module, open Receipts in the sidebar (under Invoices), or tap Receipts in the mobile "More" menu. You can also start one from the Invoices page via 🧾 New Receipt.
Creating a receipt
Open Receipts → + New Receipt and fill in:
- Received from — the payer's name (required). Pick a customer to auto-fill it, or just type a name for a walk-in who isn't in your customer list.
- Amount received — how much you got (required for a standalone receipt).
- Date received — defaults to today.
- Payment method — bank transfer, cash, POS/card, cheque, mobile money, USSD, or other.
- Received into — the bank account the money landed in. Choosing an account credits that account's balance and the amount shows up in your Cash position and Reports as income.
- Being payment for — a free-text note, e.g. "20 bags of maize supplied 12 Jul".
- Reference / Txn ID and Notes — optional.
Press Save & print receipt and you'll land on a printable receipt (with the amount written out in words) that you can print or download as PDF.
Settling an invoice with a receipt
At the top of the form you can pick an unpaid invoice to settle. When you do:
- The amount is taken from the invoice (you don't type it).
- Saving the receipt marks that invoice paid, credited to the account you choose.
To avoid counting the same money twice, an invoice-linked receipt does not separately credit your account or add to income — the paid invoice already does that. Only standalone receipts (not tied to an invoice) add to income on their own.
How it affects your books
- Standalone receipt with an account chosen → credits that bank account and counts as revenue in Reports.
- Standalone receipt with no account → prints as a document only; no balance change.
- Invoice-linked receipt → the linked invoice becomes paid and counts once; the receipt is the printable acknowledgement.
Voiding a receipt
Made a mistake — entered a receipt twice, or for the wrong amount? On the Receipts list, press Void on the row (you can add a short reason). Voiding:
- Keeps the receipt and its number for your records (it's never deleted), marked VOID.
- Reverses the money-in — a standalone receipt's bank credit is reversed, and a receipt that had settled an invoice puts that invoice back to unpaid so its credit reverses too.
- Removes the amount from your income in Reports.
Voiding can't be undone — if you voided by mistake, just record a fresh receipt.
On the customer statement
When a receipt is tied to a customer, it appears on that customer's Statement (and its printed/PDF version) as a green received row in the transaction history. Standalone receipts add to the customer's Total Paid and reduce what they still owe (Outstanding). If a customer has paid more than they've been invoiced, the statement shows a Credit Balance in their favour instead of an amount outstanding. Voided receipts show struck-through and don't count. Receipts recorded for a walk-in (no customer selected) don't appear on any customer statement.
Read-only businesses
If your business has been downgraded to read-only, you can view existing receipts but can't create new ones until you upgrade.