Receipts for cash payments

If a customer pays cash, you might have to give him/her a receipt to confirm the payment, and what the payment was for.

To do this you have to create a invoice that is marked as paid - this is called a cash invoice or cash receipt.

In Sharefox

• Create an invoice for the order and send it over to your accounting system (if you have an integration)
  • If you do not have an integration with an accounting system set up, then you can download the order PDF, and upload it in the accounting system on a new invoice)
• On the order, select “Actions” and “Change payment method”, choose “Invoice”
  • This will make sure that the payment is not included in the non-invoice-order accounting files.

In your accounting system

• Go to the invoice and select “Register prepayment” (see the help article from Tripletex)
• The cash invoice ("receipt") can now be sent to the customer either via EHF, email, or printed out, depending on the abilities in your accounting system.

Screenshot from the Tripletex help article: