You can create a General Receipt for payments in mattero, or via Xero if you have configured Xero integration with your mattero account.
Please note, you can also create a Matter Financial Statement in mattero, which reports all transactions on a Matter.
(View the Create a Matter Financial Statement article for more information.)
Creating a General Receipt in mattero
To create a General Receipt in mattero, you must first create and upload a templated version of the General Receipt as an Invoice Template.
You can download the mattero Invoice Receipt template to use as the basis for your General Receipt template, or you can create your own.
View the Create Invoice Templates article for the process of how to create and upload a template to mattero.
When this is done, view the "Download Invoices" section of the Export and Download Invoices article for the process of how to download a General Receipt from mattero.
(In Step 3 of this section in the article, select your General Receipt template in the Invoice Template field.)
Creating a General Receipt in Xero
To create a General Receipt in Xero, you must first configure your Xero integration.
Once this is done, in Xero:
- Select Accounting, then select Bank Accounts.
- Select a Bank Account from the screen as needed.
- Select a Payment.
- Select Options.
- Select Send Receipt to send a PDF of the receipt via email, or select View Receipt (PDF) to view and download a PDF of the receipt.