Create a Paid Receipt for an invoice.

To Create a paid receipt - go to the Accounts section of adviser cloud and click the Invoicing tab followed by View Invoices.

 

 

You can create a paid receipt on active invoices by clicking the red Reports button and then clicking Paid Receipt from the drop down.

 

 

The Following pdf will be displayed for you to print / email / save.

 

 

 

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