Money Receipt Operations

The Money Receipt list displays all payment receipts recorded in your system. Each row shows the receipt number, customer name, phone, amount received, payment mode, purpose, and creation date. Click the three-dot menu on any row to access actions.

List Columns

  • # — Serial number
  • Receipt Details — MR number + date + amount
  • Customer Details — Name + phone with tap-to-call
  • Payment Info — Mode (Cash/UPI/Bank) + Purpose tag
  • Actions — Three-dot dropdown menu

The newest receipt is tagged with a green Latest badge. The list auto-loads more records as you scroll (infinite scroll). On mobile, cards replace the table for easier touch interaction.

View PDF

Opens the Money Receipt as a printable PDF in a new browser tab.

  1. Click the three-dot menu on any receipt row.
  2. Select View Receipt.
  3. The PDF opens in a new tab with your company branding, signature, and stamp.

Note: The PDF is generated fresh every time — no cached versions. If you edited the receipt, the PDF reflects the latest data immediately.

Download PDF

Saves the Money Receipt PDF to your device.

  1. Click the three-dot menu on any receipt row.
  2. Select Save PDF.
  3. The file downloads as mr-{number}.pdf.

Tip:On mobile, if the download does not start automatically, check your browser's download manager or pull down the notification shade.

Share Receipt

Distributes the Money Receipt PDF via your device's native share sheet.

  1. Click the three-dot menu on any receipt row.
  2. Select Share Receipt.
  3. Your device's share sheet opens — choose WhatsApp, email, or any app.

Fallback: If your browser or device does not support native sharing, the PDF auto-downloads instead. You can then attach it manually.

Edit Receipt

Opens the Money Receipt in the editor to modify any field.

  1. Click the three-dot menu on any receipt row.
  2. Select Edit.
  3. The receipt form opens pre-filled with existing data.
  4. Update amount, payment mode, purpose, or customer details.
  5. Save. The PDF reflects updates immediately.

Delete Receipt

Permanently removes a Money Receipt from your records.

  1. Click the three-dot menu on any receipt row.
  2. Select Delete.
  3. A confirmation dialog appears. Click Delete to confirm.

Warning: Deletion is irreversible. The receipt and its PDF are removed immediately. Export a backup first if needed.

Search & Filter

Use the search bar above the list to filter receipts in real time.

  • Search by customer name, phone number, receipt number, or payment mode.
  • Results update instantly as you type — no page reload.
  • Click the × button in the search field to clear.

The result count (e.g., 8 results) displays next to the search bar.

Dashboard Stats

Four stat cards sit above the list, updating automatically:

Total Receipts

All-time count

This Month

Current calendar month

This Week

Last 7 days

Today

Since midnight

Click Refresh to pull the latest counts and records from the server.