Receipt Tax Invoice

- Purpose
 

A Receipt Tax Invoice is a combined legal document that serves two purposes at the same time:
 

1. Tax Invoice – Requests and reports payment (legal billing)

2. Receipt – Confirms that payment has been received
    

It is commonly used when payment is received immediately at the time of sale.
 

This document eliminates the need to create:
 

• A separate Tax Invoice

• A separate Receipt
   

➡️ One document = Billing + Payment confirmation

 

-  When to Use a Receipt Tax Invoice
 

Use a Receipt Tax Invoice when:
 

• Customer pays immediately

• Cash-on-delivery sales

• POS / counter sales

• Online payments completed instantly

• Advance payment is required

• No credit period is given
   

Common industries:
 

• Retail

• E-commerce

• Restaurants

• Service providers

• Clinics

• Subscription sign-ups
  
  
   

  - How to Use – Step-by-Step (User Flow)
   

  1️⃣ Create Receipt Tax Invoice
   

  Navigate to Documents → Receipt Tax Invoice

  Click Add Receipt Tax Invoice
   

  Select or create:
   

• Customer

• Company / invoice settings

• Document language

• Currency
  
  
   

  2️⃣ Add Items & Billing Details
   

  Enter:

• Products / services

• Quantity

• Unit price

• Discount (if any)

• Tax (VAT / GST

• ⚠️ Unlike Delivery Invoices, prices and tax are mandatory.
  
  
   

  3️⃣ Enter Payment Details (Mandatory)
   

  Provide:

• Payment method:

  • Cash

  • Credit Card

  • Bank Transfer

  • Check

  • Payment Gateway

• Payment amount

•  Payment is recorded immediately.
  
  
   

  4️⃣ Save Document
   

  System automatically:
   

• Marks document as Paid

• Records accounting entry

• No additional receipt is required.
  
  
   

  5️⃣ PDF Generation
   

  A Receipt Tax Invoice PDF is generated automatically.
   

  PDF includes:
   

• Tax Invoice number

• Receipt confirmation

• Items & tax breakdown

• Payment method

• Paid amount

• Company & customer details

• Signature (optional)
  
  
   

  6️⃣ Share with Customer
   

  Can be shared via:

• Email

• WhatsApp

• Used by customer for:

• Accounting

• Tax reporting

• Warranty or service claims
  
   

   

  - Refund / Credit Flow
   

  If refund is needed:

• Issue Credit Invoice

• Reference Receipt Tax Invoice

• Adjust customer balance
  
  
   

  - API Support
   

  Receipt Tax Invoices are fully supported via API.
   

  API Capabilities
   

• Create Receipt Tax Invoice

• Generate PDF

• POS systems

• E-commerce platforms

• Payment gateways

• Mobile apps

• ERP integrations
  
  
   

  ⚙️ Settings Affecting Receipt Tax Invoices
   

  Invoice Settings
   

• Tax configuration

• Numbering format

• Default currency

• Language
   

• Payment Settings
   

• Enabled payment methods

• Default gateway

• Transaction validation
   

• Template Settings
   

• Combined invoice + receipt layout

• Show/hide payment section

• Signature field

• Legal wording