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How to Send a Receipt to Customers

Learn how to preview, download, and share your income receipts with customers from Adam

After recording your income in Tyms, a professional receipt is automatically generated. You can easily access this receipt to send to your customer as proof of payment. Each receipt is downloadable and can be sent by email, printed, or shared through other communication platforms.

Step-by-Step Guide

  1. Go to Income

    • From the top navigation bar, click More.

    • From the dropdown menu, hover over Revenue, then select Income.

  2. Locate the income
    In the Invoices Table, find the income to be downloaded. The search bar or the date, status, and branch filters can be used to narrow down the list.

  3. Open the income
    Click the three-dot icon at the left end of the invoice row, then select Open. The invoice opens in a new tab, showing its details alongside a preview of the invoice document.

  4. Download the income receipt

    • At the top-right corner of the page, click Actions.

    • From the dropdown menu, select Download. The income document is downloaded to the device.

  5. Share the Income with your Customer

    • Now that you have the invoice file, you can send it to your customer using your preferred method:

      • Email: Attach the downloaded income to an email and send it to your customer.

      • Print & Deliver: Print a physical copy of the invoice and send or hand it to the customer directly.

      • Messaging Platforms: Share the file via tools like WhatsApp, Slack, or other communication platforms if agreed upon with the customer.

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