Follow the process step by step
A receipt is the document that proves a customer has made a payment for a specific amount. It must always be issued based on a previously issued invoice and serves as official proof that the payment has been made.
How to issue a receipt in Avantio
Go to
Accounting → Invoicing → Invoice list.Find and select the invoice for which you want to issue the receipt.
Click on
Actions → Generate receipt(s).Check that all fields are complete and correct.
Click “Generate” to finish.
Pay attention to the details
Before confirming, pay special attention to these fields:
Transaction date: select the actual date the payment was made.
Language: choose the language in which the document will be generated.
Payment method: specify how the payment was made (bank transfer, card, etc.).
Series/number: this is assigned automatically based on your company details configuration, but you can adjust it.
Amount: indicate whether the receipt is for the full payment of the invoice or just a part of it.
If you’re not starting from an invoice: payment confirmation
If you need a payment confirmation that isn’t necessarily linked to an invoice, Avantio lets you generate a payment confirmation document. This document serves a similar purpose to a receipt, but is used in different situations.
With this process, you’ll have receipts issued accurately and documentation to support every payment.
The next step is to make reviewing these key fields part of your payment routine to always keep track of your transactions.
Frequently Asked Questions
What is a receipt and what is it used for in Avantio VRMS?
What is a receipt and what is it used for in Avantio VRMS?
It’s the document that proves a customer has made a payment for a specific amount and serves as official proof of payment.
Do I always have to issue the receipt based on an invoice?
Do I always have to issue the receipt based on an invoice?
Yes. The receipt must be issued based on a previously issued invoice.
Can I issue a receipt for a partial payment?
Can I issue a receipt for a partial payment?
Yes. In the Amount field, you can specify whether the receipt is for the full payment of the invoice or just a part of it.
What’s the difference between a receipt and a payment confirmation?
What’s the difference between a receipt and a payment confirmation?
A receipt is linked to an invoice; a payment confirmation is a similar document you can generate when it’s not based on an invoice and is used in different situations.
Which fields should I check before generating the receipt?
Which fields should I check before generating the receipt?
Transaction date, language, payment method, series/number according to company details, and amount to be collected.