How do I Create a Sales Receipts using only Services?

Updated on August 27, 2017 11:52PM by Admin

You can create a Sales Receipt only for services by customizing the general settings in Sales Receipt App.

Steps to create Sales Receipt for services only

  1. Log in and access Sales Receipts App from your Universal navigation menu bar.
  2. Click on “More(...) -> Settings” icon located at the App header bar.
  3. Click on "Default Sales Receipt Lines" under "Sales Receipt" drop down from the Left navigation panel.
  4. The default Sales Receipt line overview page will be displayed. You can enable “Allow users to select the lines they want, while creating a Sales Receipt” toggle to choose your preferred Sales Receipt line at the time of creating Sales Receipts. 
  5. Choose “Services” button to create Sales Receipts with service alone. 
    choose services
  6. Click on “Create” button from Sales Receipt home page. 
  7. You can view “Create Sales Receipt” pop up, in which Services option will be selected by default.  
  8. Click on “Continue” button to create a Sales Receipt. 
  9. You can view Sales Receipt creation page with services provided as shown in the image below:
    sales receipt creation page

Related links