Receipts

With Open2b you can manage receipts and send them to customers who can view them on the site and possibly print them.

Receipts you want to view or edit can be identified more easily using menus and filters. You can therefore:

• Change receipt sorting by selecting the corresponding header: status, number, issue date, billing name, taxable amount, total including VAT, last modified date.
• Search for a receipt using the dedicated search, for example by entering the receipt number you want to view.
• Filter receipts by status (Open, Sent, etc.) and creation date (today, yesterday, current week, etc.).

A receipt can be in the following status:

• Open: it has been put in progress.
• Sent: it has been sent to the customer.
• Disputed: it has been disputed by the customer.
• Archived: it has been archived.
• Cancelled: it has not been processed or has been cancelled.

You can change a receipt status at any time.

Create a new receipt

1. Go to the Sales section.
2. Go to the Receipts subsection.
3. Click New Receipt.
4. Select the customer to associate with the receipt. Use search and filters to help find the customer.
5. Enter the receipt number. A number is suggested based on the last number entered.
6. Fill in the remaining fields as desired.
7. Click Add.

Create a receipt from an order

1. Go to the Sales section.
2. Go to the Orders subsection.
3. Select the order from which you want to create the receipt.
4. Click New document.
5. Select Receipt.
6. Enter the receipt number. A number is suggested based on the last number entered.
7. Edit the remaining fields as desired.
8. Click Add.

Edit a receipt

1. Go to the Sales section.
2. Go to the Receipts subsection.
3. Select the receipt you want to edit.
4. Click Edit.
5. Edit the fields as desired.
6. Click Save.

Send a receipt to the customer

1. Go to the Sales section.
2. Go to the Receipts subsection.
3. Select the receipt you want to send.
4. Click Send receipt; a new window will open.
5. Fill in the fields as desired. If you want to send a copy to another address, enter it in the CC field.
6. If you want to change the receipt status to Sent and add a note to the receipt to record that it was sent to the customer, leave Set the receipt as sent and add a note selected; otherwise click to deselect it.
7. Click Send.

Print a receipt

1. Go to the Sales section.
2. Go to the Receipts subsection.
3. Select the receipt you want to print.
4. Click Print. The receipt will be displayed in printable format and a new window will open to start printing.

Delete one or more receipts

1. Go to the Sales section.
2. Go to the Receipts subsection.
3. Select the checkboxes on the right of the receipts you want to delete.
4. Click Delete Cancelled. A new confirmation window will open.
5. Verify you selected the correct receipts and click OK.