Q1. What is an invoice receipt?
Invoice receipts allow you to create an invoice and a payment concurrently, saving time.
Create an invoice receipt from Invoices sub-tab or while reconciling a statement line. For more information on using invoice receipts during bank reconciliations, please see Bank Reconciliations
Q2. What options do I have for sending the invoice created from an invoice receipt to my customer?
You can:
Download the invoice from Jaz, and send the invoice to your customer.
For more information on invoice downloads, see Invoice downloads
Q3. How is an invoice receipt different from a regular invoice?
An invoice receipt is a short-form template to record a fully paid invoice, meaning that payments have already been made for the invoice. You will be asked to enter a payment alongside the invoice.
This is different from a regular invoice, where at the point of creation, there may not have been any payments made for the invoice.
Q4. When and why would I use an invoice receipt instead of a full invoice?
If you just need a quick and easy record and reference to an invoice that has already been settled, perhaps say offline, invoice receipts are a quick way to bring this information into Jaz.
Q5. Can I track payments and view the status of an invoice receipt?
Due to the nature of invoice receipts, the invoice that is created from an invoice receipt would be marked with a Fully Paid status.
You can view the created invoice under Invoices > Active.
Open up the invoice created from the invoice receipt, and you will also be able to see any payments associated with the created invoice.
Q6. How do I send an invoice receipt to a customer?
You can download the resulting invoice and payment records created as a PDF, and send that out to a customer.
Q7. Will using invoice receipts affect my accounting on the platform?
No, it will not affect your accounting on Jaz. Invoices and payments created from invoice receipts are treated as normal invoice and payment records.