Receipts

The Receipts page is where you record money received from customers. Each receipt can be linked to an invoice so pending balances stay accurate. You can email or WhatsApp a PDF receipt after saving.

In Beentara:

• Receipt list: Sales → Receipts (/receipt)
• Create receipt: Create Receipt button (opens a modal)
• Customer receipts: Click a receipt card → /individual-receipt/:customerId

Receipts Summary, payment method breakdown, receipt cards, and Create Receipt button

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Opening the Receipts page

1. Open the sidebar under Sales → Receipts.
2. Or go to /receipt.
3. You can also reach it from Invoices → overflow menu → Receipts, or from Record payment on an invoice detail page.

You need billing.read permission (admins always have access).

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Page layout

Area	What it does
Receipts Summary	Total received, amounts due today, payable in 30 days, and overdue
Payment method breakdown	Current-month totals by cash, UPI, card, bank transfer, cheque, or other
Receipt cards	One card per receipt — grouped view with customer and amount
Toolbar	Search and bulk delete
Create Receipt	Fixed button at the bottom to open the receipt modal

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Receipts Summary

At the top, Receipts Summary shows how collections and outstanding invoices look right now.

Total received, due today, payable within 30 days, and overdue payment

Metric	Meaning
Total Amount Received	Sum of all recorded receipt amounts
Due as of Today	Pending invoice balance with due date today
Payable within 30 Days	Pending balance on invoices due in the next 30 days
Overdue Payment	Pending balance on invoices past their due date

These metrics help you see cash collected versus what is still outstanding.

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This month by payment method

Below the summary, Beentara shows how much you collected this calendar month, broken down by payment method (Cash, UPI, Card, Bank transfer, Cheque, Other).

Use this to reconcile daily collections or compare channels like UPI vs bank transfer.

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Receipt cards

Each card shows:

Field	Description
Receipt date	When the payment was recorded
Customer name	Who paid — click View Customer to open their profile
Amount	Payment amount in Rs.
Payment method	How the customer paid, plus reference if entered

Click a card to open that customer's receipt table at /individual-receipt/:customerId.

Bulk delete

1. Select checkboxes on one or more cards (or Select all on this page).
2. Click Delete selected in the header.
3. Confirm — receipts are removed and linked invoice balances recalculate.

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Search and pagination

• Search (header icon): Filter by customer name, invoice number, amount, or date.
• Pagination: 10 receipt cards per page with Previous / Next and page numbers.

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Create a receipt

There is no separate /new-receipt page. Creating and editing both use the Receipt modal.

Customer, invoice, amount, payment method, reference, and delivery options

Opening the modal

From	How
Receipts list	Click Create Receipt (fixed bottom button)
Individual receipt page	Click Create Receipt for that customer
Invoice detail	Click Record payment — customer, invoice, and amount are prefilled

Form fields

Field	Notes
Receipt date	Date the payment was received
Customer	Select from your customer list
Invoice	Only unpaid invoices for the selected customer appear
Amount	Cannot exceed the invoice pending balance
Payment method	Cash, UPI, Card, Bank transfer, Cheque, or Other
Reference	UTR, cheque number, auth code, or optional note (hint changes by method)
Email PDF	Send receipt PDF to the customer email (when SMTP is configured)
WhatsApp	Send receipt via WhatsApp (when configured)

New Invoice inline

If the customer has no unpaid invoice yet, you can create a New Invoice inside the modal, then record the receipt against it — without leaving the Receipts page.

After saving

• The receipt appears on the list and on the customer's individual receipt page.
• The linked invoice pending balance updates automatically.
• You can download or view a PDF receipt from the individual receipt table.

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Individual receipt page (/individual-receipt/:customerId)

When you open a customer from a receipt card, you see a table view of every receipt for that customer.

Receipt date, invoice, amount, PDF actions, edit, and delete

Column	Action
Receipt Date	When payment was recorded
Customer Name	Customer for this page (hover view customer to open profile)
Invoice Number	Linked invoice
Amount	Payment amount
Receipt	Download or View PDF
Action	Edit (opens modal) or Delete

The page shows the same Receipts Summary metrics as the main list, scoped to your overall billing picture.

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Record a payment

When a customer pays outside an online payment link:

1. Open Invoices and click View on the invoice.
2. On invoice detail, click Record payment.
3. Beentara opens Receipts with the modal prefilled (customer, invoice, amount).
4. Choose payment method and reference, then save.
5. The invoice pending balance updates immediately.

Staff with billing access use the same Record payment flow from the staff app (Sales → Invoices → invoice detail).

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PDF receipts

Saved receipts can be downloaded or emailed as PDF. The layout matches tax invoices: line items, amount paid, pending balance, bank details, and customer notes (plain dark text for readability on paper).

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Customer portal

Customers with portal access can view receipts read-only at /portal/receipts and download PDFs. Staff and admins create receipts in admin or staff apps.

You can also land on /receipt?openReceipt=true&customerId=...&invoiceNumber=... when linked from elsewhere in the app.

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Daily workflow tips

1. Record payment as soon as money arrives — keeps invoice tabs (Active, Overdue, Paid) accurate.
2. Always pick the correct payment method and reference for easier reconciliation.
3. Use Email PDF or WhatsApp so customers get instant confirmation.
4. Check This month by payment method when closing daily or weekly collections.
5. Use Overdue Payment in the summary to prioritize follow-ups on unpaid invoices.

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Related billing features

Feature	Guide	Path
Invoices	Invoices guide	/invoice — create and send invoices
Quotes	Quotes guide	/quotes — convert approved quotes to invoices
Auto-billing	Auto-billing guide	/recurring-invoices — automatic recurring invoices
Credit notes	Credit notes guide	/credit-notes — issue from invoice detail

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Related guides

Feature	Guide
Invoices	How to use Invoices
Quotes	How to use Quotes
Auto-billing	How to use Auto-billing
Dashboard	How to use the Dashboard
WhatsApp billing	WhatsApp (AiSensy)
Orders	How to use Orders