Sales receipts in SwiftlyBooks

Ring up a sale

1. Press New sales receipt. Leave Walk-in customer, or choose the customer.
2. Choose the wallet the money went into under Paid into. The receipt takes its currency.
3. Add a line for each item, with its quantity and price.
4. Prices include VAT, as a till's do: the total shows the VAT it holds.
5. Press Approve. It gets its number, such as RCT-HO-000001, and the money is in the wallet.

Print or send it

1. Press PDF to print it, on a till roll or on A4, as Templates sets.
2. Press WhatsApp or Email to send it.

Take goods back

1. Press Credit note on the receipt. It starts as a copy of the receipt, in its currency.
2. For a walk-in sale, choose the Customer the credit is for.
3. Change the lines to what comes back, give the Reason, then press Approve.
4. The receipt was paid, so the credit waits as the customer's. Press Refund on the credit note to pay it back.

Fiscalise itIn Zimbabwe

1. Approving a receipt signs it with ZIMRA. Its PDF carries ZIMRA's QR code.

Fiscalise itIn Zambia

1. Approving a receipt sends it to ZRA's Smart Invoice, which signs it. Its PDF carries ZRA's QR code.

Good to know

• A receipt is paid in full as it is approved, so nothing is owed on it.
• An approved receipt isn't edited: correct it with a Credit note, or Void it, with a reason, and its number stays used.
• Once fiscalised, a receipt can't be voided: correct it with a Credit note, fiscalised too.

Related

• Invoices
• Credit notes
• Banking
• Templates
• Customers