How do I create a sales receipt only for my services?

Updated on July 28, 2015 11:37PM by Admin

Steps to create estimates for services

  1. Log in and access Sales Receipts App from your universal navigation menu bar. 
  2. Click on “Settings” icon located at the app header bar. 
  3. Click on “General” from the left navigation panel.
  4. You can enable “Allow users to select the lines they want, while creating a sales receipt” check box to choose your preferred sales receipt line at the time of creating sales receipts. 
  5. Enable “Display only Services” to create sales receipts with service alone.
  6. Click on “Create Sales Receipt” button from sales receipt home page. 
    Create New Sales Receipt 
  7. You can view “Create Sales Receipt” pop up as shown in the image below: 
  8. Click on “Continue” button to create an estimate.
  9. You can view Sales receipt creation page with services provided as shown in the image below:
    Create Sales Receipt 

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