How to convert an invoice into a receipt

With Moloni ON, there is no need to create a new document from scratch. You can convert an invoice into a receipt in just a few seconds.

There are 2 ways to convert an invoice into a receipt:

Automatic reconciliation: converts the invoice directly into a receipt;
Manual reconciliation: creates a receipt and then links it to the invoice.

What if the payment is only partial?

No problem! The receipt will be issued only for the amount you specified, and the invoice will remain in your outstanding list, but only with the remaining balance. The next time you create a receipt for this customer, Moloni ON will alert you that there is still an outstanding amount to settle.

For this example, we will use Automatic reconciliation (the fastest method).

Follow these steps:

1. In the Client Area, go to the Documents menu, select Sales and click on Invoices.

Moloni ON side menu open, with Documents, Sales and Invoices highlighted.

2. Select the desired document and click on the options menu available on the right side of the document line (three vertical dots icon).

Invoice list with the three dots icon on the document line highlighted.

3. Click on Convert document.

Invoice options menu open, with the Convert document option highlighted.

4. Select Receipt.

Convert Invoice window with the Receipt option highlighted.

5. Moloni ON automatically creates the receipt already linked to that invoice. Fill in all the necessary details.

Converting to Receipt form, with the issue date, document set and customer already filled in from the invoice.

6. If the amount to be received is different from the invoice total, you will need to adjust the value of the related documents in the Related documents tab.

Related documents tab with the value to relate field highlighted.

7. Select the payment method.

Payments section with the payment method selection field highlighted.

8. Finally, click on Save and finish.