Issuing a receipt is vital because it provides proof of transaction, helps in accurate financial record-keeping, supports tax compliance and assists in resolving disputes or returns.
Steps:
- Log into startaz.io
- Locate and click on "Client Invoicing" module and select the "Receipts" drop down menu. Click on Issue Client Receipt from the presented options
- This directs you to a new client receipt form. Complete the details on the form i.e. date, client, file, account types, select the items on the dropdown menu, amount then click on Add (blue button).
- Click on the Submit button to save the receipt