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SueTPsych's avatar
SueTPsych
User
2 years ago

Receipts

How do I generate/issue a receipt from MYOB? I am legally required to provide receipts to customers (as a health provider).

 

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  • vidario1's avatar
    vidario1
    Trusted User
    2 years ago

    Hi SueTPsych 

     

    You'll go to either 


    Banking -> Print Receipts, or

    Sales -> Print Receipts 

     

    In either case, the amount received must be recorded in MYOB before you can issue a receipt.


    Hope that helps, let me know if not :)


    Thanks

    vidario

     

     

  • Sean_DC's avatar
    Sean_DC
    MYOB Moderator
    2 years ago

    Hi SueTPsych 

     

    Thank you for your post. May I extend a warm welcome to the MYOB Community Forum.

     

    Quick thanks to vidario1 for the tip. 

    After entering a sale, you can send or print your invoice. At the top portion of the Invoice window, you will see Print or Send To. If you wish to send this via email, you will need to set up your email first. After that, you can now Sending forms when you record a transaction. 

     

    You can also have it personalised or customised. This Help Article has more information on Personalising invoices that you can use as guide.

     

     

    Please feel free to post again. I'm happy to assist further.

     

    If my response has answered your enquiry please click "Accept as Solution" to assist other users in finding this information.