FAQs in this section
What are Receipt Notes?
How can I change the template of the receipt note?
What are the benefits of using Receipt Notes?
Is Receipt Notes available for the Sales Starter edition?
How can I create a receipt note?
Can I create a receipt note from a purchase order?
How can I add a section to a receipt note?
How can I add a product or a service to a receipt note?
How can I export a receipt note?
How can I print a receipt note?
How can I add a document to a receipt note?

How can I share a receipt note?

You can share a receipt note (RN) with a customer by sending a link to the RN or by sending the RN itself as an attachment.
  • As link
Follow these steps to share the RN as a link:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Receipt Notes module.
  4. Open any RN.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Click Share as link.
  8. A mail compose window opens with the RN’s link.
  9. Enter the recipient's details and click Send.
  • As attachment
Follow these steps to share the RN as an attachment:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Receipt Notes module.
  4. Open any RN.
  5. Click the Do button in the Summary View.
  6. Select Share.
  7. Click Share as attachment.
  8. A mail compose window opens with the RN’s attachment.
  9. Enter the recipient's details and click Send.
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