How to Create a Billing Receipt

The Billing module in Klynto lets you generate receipts and invoices for your customers quickly. This guide walks you through creating your first billing receipt from start to finish.

Before You Begin

Make sure you have:

• At least one product or service added to your workspace
• A customer record created (optional, but recommended for tracking)

Step 1: Open the Billing Module

From the left sidebar, click Billing. This opens the billing dashboard where you can see all past receipts and invoices.

Step 2: Create a New Receipt

Click the New Receipt button in the top-right corner of the page. A new receipt form will open as a side panel.

Step 3: Select a Customer

In the Customer field, search for and select the customer this receipt is for. If this is a walk-in or one-off sale, you can leave the customer field empty and the receipt will be recorded as a guest sale.

Step 4: Add Line Items

Click Add Item to add products or services to the receipt:

1. Search for the product by name or SKU
2. Set the quantity
3. The unit price will auto-fill from the product’s listed price — you can override it if needed
4. Repeat for each item

Step 5: Apply Discounts (Optional)

You can apply a discount at the line-item level or as an overall discount on the receipt:

• Line-item discount — click the discount icon next to a line item and enter a percentage or fixed amount
• Overall discount — scroll to the totals section and enter a discount in the Discount field

Step 6: Review the Totals

The receipt will automatically calculate:

• Subtotal — sum of all line items before tax and discounts
• Tax — based on the tax rate configured in your workspace settings
• Discount — any applied discounts
• Total — the final amount due

Review these figures before issuing the receipt.

Step 7: Issue the Receipt

Once everything looks correct, click Issue Receipt. The receipt status will change to Issued and it will be recorded in your billing history.

You can also:

• Print the receipt using the print icon
• Download it as a PDF
• Share a link directly with your customer

Editing or Voiding a Receipt

Issued receipts can be voided if a mistake was made. Open the receipt, click the more options menu (⋯), and select Void Receipt. A voided receipt remains in your history for audit purposes but is marked as void.

Note: Voided receipts cannot be re-issued. You will need to create a new receipt if you need to re-bill the customer.

Next Steps

• Learn how to manage customers
• Set up tax rates for your workspace
• Explore billing reports to track revenue over time