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 share 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?

Follow these steps to add a document to a receipt note:
  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Receipt notes module.
  4. Open a receipt note.
  5. Click the Do button in the Summary View.
  6. Click Add or Create button.
  7. Select Documents.
  8. Here, you see two options on your screen:
    • Select Documents
      • If you want to add an existing document, select this option.
      • Hover over a record in the list of all existing documents to display the radio buttons.
      • Click the radio button on the left side of the record to select the record.
      • Click Add Selected button present below of the list.
    • Create Documents
      • If you want to add a new document, select this option.
      • Fill all the necessary details.
      • Click Save.
The linked document will be seen in the Documents widget in the Summary View of the receipt note record. 
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