How to issue receipts via iClips?

In iClips, it is possible to issue receipts for financial transactions. See how!

A receipt is a document that proves that a financial transaction happened. The agency provides a receipt to declare that it has received or paid for what the receipt states as service, and at the end, it must be signed confirming receipt or payment of a certain amount.

To generate a receipt on iClips, go to Finance > Receipts.
Click on the +New Receipt icon.



A pop-up will open for you to filter the data and locate the receipt entry.

Once you have identified the entry, you need to select it from the checkbox in the first column and click on Generate Receipt.


A new pop-up for you to specify the date of issue and services description will open in the Services field. To execute the command, click Save and Print.



Now, a new browser tab will open with the PDF receipt, with the following layout:


How to generate a RECEIPT through the Entries tab?

You can also generate the receipt by going to Finance > Entries.

To find the entry you want to generate the receipt, you can use the advanced search field. By clicking on this field, you can refine the search, filtering by Job, period, type of posting, destination, among other data.

Once you find it, click on the check-box for that entry, click on the three dots in the upper right corner of the screen, and select the Receipt option.




A new pop-up for you to specify the date of issue and services description will open in the Services field. To execute the command, click Save and Print.



Then to check all generated receipts go to Finance > Receipts.

It is possible to print the receipts report in PDF or generate them in an Excel version. To do this, use the icons in the right corner of the screen.



Now you can generate a receipt for your customers, suppliers/vehicles, and employees.

Still need help? Just contact us at help@rockcontent.com or on the platform chat, and we will help you!