Just wondering if I can create a tax receipt
I want to send a tax receipt once I have received a payment? How do I do this in Solo?
Great question!
For now; send an invoice after you record a payment
Right now, receipt requirements are handled by our invoice function, which captures all the details needed for a tax receipt, including GST codes if you're registered.
To use our invoice as a receipt, just record a payment in Solo and resend the invoice. Solo will work its magic to update it, showing that you’re all paid up.
Here's an example of what your customer will see when you send them a paid invoice.Don't forget to edit your email before you hit send
If you send the invoice via email in Solo then I suggest you edit the email that goes along with it.
I change the subject to "Invoice 00158 - Payment Received" and then edit the email to let them know you're confirming payment and the amount owing is $0.00.
For next time; we've let the team know about sending receipts
I totally see how useful it would be to send a tax receipt right when you record a payment. I’ve let the team know and created a post in our community to track progress on this fantastic idea.
Check it out here: Send a Tax Receipt When I Record a Payment.
I suggest signing in and clicking "Vote" on that idea. You’ll get updates as our team explores it and -hopefully- starts building this feature into Solo for all of us!
