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Issue a cash receipt

John2020John2020 Member Posts: 4

How issue a client with a receipt from Wave if they paid [retainer] in cash, and how to do so if this cash is going into trust, and not as payment for an invoice? That is, the cash received debits the cash account and credits the trust fund account for that client - but I want to issue a receipt to that client showing their retainer.

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  • KristenVKristenV Member Posts: 121 admin

    Hi @John2020 , in Wave, you are able to send a receipt for an invoice payment by navigating to Sales > Invoices to View your invoice. If the invoice has been paid, in the Get Paid section you will see an option to "Send a receipt". Please note that the feature to send a receipt is only available for payments on invoices. There is currently not option in Wave to send a receipt on transactions unrelated to an invoice.

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