Core Features
Receipts
Issue digital receipts for payments received from your customers.
Overview
Receipts in Sevoria serve as proof of payment. When a customer pays you — whether by bank transfer, cash, or card — issue a receipt to keep a clear record.
Creating a Receipt
Navigate to Receipts in the sidebar and click Create Receipt.
Required Fields
| Field | Description |
|---|---|
| Customer | Select the customer who made the payment |
| Payment Date | When the payment was received |
| Payment Method | Bank Transfer, Cash, or Card |
| Line Items | Services or products being paid for |
Like invoices, you can create customers inline while building a receipt. Click the + button next to the customer dropdown.
Receipt vs Invoice
| Invoice | Receipt | |
|---|---|---|
| Purpose | Request payment | Confirm payment received |
| Sent | Before payment | After payment |
| Status flow | Pending → Paid/Overdue | Draft → Issued |
Receipt Statuses
| Status | Meaning |
|---|---|
| Draft | Receipt created but not yet finalized |
| Issued | Receipt finalized and ready to share |
Managing Receipts
From the Receipts list, you can:
- View any receipt
- Track status — Draft or Issued
- See payment method — quickly identify how the customer paid
- Delete receipts when needed