Xero is
an outstanding accounting software. They are a New Zealand based software
organization which has taken the idea of providing accounting benefits to a
whole new level. Several business organizations have been effectively using
this service for a long time now. It has been a key software which has been
aiding accountants and bookkeeping with their complex accounting activities.
They make sure that their services are efficiently accessible by every business
irrespective of their size and nature. They have a clear understanding that
small businesses are the heart of every nation, as they are the ones who always
contribute to most of the GDP of the nation. Xero has been working effectively
in providing better apps, tools, and services for small business to function
more efficiently. You can connect with the Xero technical support phone
number and
avail more information in regard to the services that they have on offer. The
professionals would give you more detailed information about their services.
One of
the common requirements of users who use this software is the need to print the
standard report using Xero. In this blog, the process of printing or emailing
the standard receipt has to be brought to you in a simplified manner. Having
the printout or email of the standard report is essential when you have made a
batch deposit or even received some payments from your customers. It is seen to
be ideal that you generate a standard receipt and send it across to your
customer as a PDF which would act as proof that you have received the amount.
The process to mail the receipt
·
In your Xero account, you would have to navigate
to the Account Menu and then further click on the tab which is for Bank
Accounts
·
You would see a list of banks from which
you would now have to select the one in which you have received the payment
·
Further, search and then click on one of
these given options that you would see on the screen of your selected bank
·
Payments: Multiple Items
·
Payments: Multiple Items
·
Name of the Customer (Receive Money
Transactions)
·
Now you would have to click on the option
of Send Receipts in the case where you have made a batch payment or you would
have to first click on options and then select the Send Receipt option if you
have made a single payment
·
Further, you would be able to enter or
edit the information from the windows to send receipt as PDF
·
Once you have completed all the said
steps, click on the ‘Send’ option
Users can
utilize this method which has been provided by Xero to generate the online
standard Receipt as PDF file for a single batch or batch payment that you have
received. In case, you come across any issue while undertaking this said
process, you can promptly connect with the Xero customer support phone
number and take the assistance from trained experts who would
smoothly guide you through the complete process.
Source
URL: Process to print a standard
report with Xero
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