Creating Receipts

Creating a Receipt

Creating a receipt is the main workflow in ReceiptLog. Here's how to create one from start to finish:

1. Tap "New Receipt"

   On mobile, tap the central + button in the bottom navigation. On desktop, tap New Receipt in the top right corner.

2. Set the date

   The date defaults to today. Tap the date field to change it if the receipt is for a different day.

3. Select a client

   Tap the client field to open the client selector. Type to search by name, email, or phone, then tap the client to select them.

4. Add services

   Tap "Add service" to open the service selector. Choose one or more services from your list.

5. Add a note (optional)

   Add any notes specific to this receipt. This will appear on the final PDF.

6. Review the total

   Check that the services and total look correct. The totals update automatically as you add or adjust items.

7. Generate the receipt

   Tap "Generate Receipt" to create the PDF. You'll then see options to share, email, or download it.

Adding Services to a Receipt

When you tap "Add service", you'll see your list of saved services. There are two ways to add items:

Adding a saved service

1. Tap a service

   For services with a fixed quantity, tapping adds them directly to the receipt.

2. Set quantity (if applicable)

   For services with "Allow multiple units" enabled, a quantity selector will appear. Set the number of units, then tap Add to Receipt.

Adding a custom item

Need to add a one-off item that isn't in your service list? Tap "Add custom item" at the bottom of the service selector and fill in the item name, price, and optionally a VAT rate. Custom items are marked with a badge and are not saved to your service list.

You can also add a custom item that isn't in your service list. See Custom Items on Receipts for details.

Adjusting Prices and Quantities

After adding services, you can adjust the details for this specific receipt:

Changing the price

Tap on the price field next to any service to edit it. This only affects this receipt - your default service price stays the same.

Changing the quantity

If a service has "Allow multiple units" enabled, you'll see quantity controls (+ and - buttons). Use these to set the number of units.

Removing a service

Tap the X or remove button next to a service to remove it from the receipt.

Sending Receipts

Once you've created a receipt, you can send it to your client in several ways:

Email the receipt

1. Tap "Email to Client"

   On the receipt preview screen, tap the "Email to Client" button.

2. Confirm the email address

   The client's email will be pre-filled. You can edit it if needed.

3. Send

   Tap "Send" to email the receipt as a PDF attachment.

Download as PDF

Tap "Download PDF" to save the receipt to your device. You can then share it manually via WhatsApp, text message, or any other app.

Share

Tap the Share button to use your device's share sheet. This lets you send the receipt via any app that supports file sharing.

Viewing Receipt History

All your receipts are saved and easy to find:

1. Go to Receipts

   Tap Receipts in the navigation menu to see all your receipts.

2. Browse or search

   Receipts are listed with the most recent first. Use the search box to find receipts by client name, receipt number, or date.

3. Tap to view

   Tap any receipt to open it and see the full details.

Each receipt in the list shows:

• Receipt number (e.g., #2026-001)
• Client name
• Number of services/items
• Total amount with currency
• Receipt date

Resending a Receipt

Need to send a receipt again? Maybe the client lost it, or you want to send it to a different email address:

1. Find the receipt

   Go to Receipts and find the receipt you want to resend.

2. Open the receipt

   Tap the receipt to view it.

3. Tap "Email to Client"

   Use the same email button as before. You can change the email address if needed.