Receipt Generation

crtotal

As per the title, I would really appreciate an ability to generate receipts from invoices paid. If that's not clear, I need follow up an invoice being paid with an acknowledgement the client can use.

I actually presumed this was part of SubTotal when purchasing (and I apologise if I missed it) but at the moment I'm having to generate invoices in SubTotal and then manually create a receipt in another application.

I'm surprised there's no search results for 'receipt' in the forum. My previous Invoice software included this feature, and many of my clients expect a receipt so it feels somewhat redundant to have to use other software that references the figures in SubTotal.

Thanks!

SubTotal version: 1.5.75
Operating system: MacOS 15.4.1

timo

crtotal You could duplicate the invoice using the context menu and assign it to a "invoice type" called "Receipt". Would this be what you are looking for?

crtotal

It feels a bit hacky.

Mostly because I would be needlessly double-checking the figures and items match, if I need to make any changes (which I shouldn't, if an invoice is issued. But such is life).

There's redundant selections like "paid", if not wanting to leave it as draft.

I cannot use the same number as the invoice.

It would also be much nicer to have additional invoice properties like "paid on" and "receipt issued", which would help my bookkeeping a lot. A receipt feature could involve these.

Lastly, I feel (semi) duplicate items under the invoices directory is visually fatiguing.

I'll give the duplicate idea a go in the meantime. I'm aware that my above thoughts are no small ask, so thanks for the reply and thoughts Timo.

timo

SubTotal's approach is to be minimalistic. This means only the very basic features are covered and not every feature is implemented, to keep things simple. There are bigger (more expensive) applications that cover more aspects of invoicing.

crtotal I cannot use the same number as the invoice.

I would recommend using a format that prepends "I" for invoice and "R" for receipt, then you can use the same number e.g. "I_562" and "R_562" for invoice and receipt 562.

crtotal Lastly, I feel (semi) duplicate items under the invoices directory is visually fatiguing.

You can filter or group by invoice type. Maybe that helps

crtotal

I'm a big fan of minimalism and avoiding bloat, so I appreciate that (and it attracted me to buying SubTotal and WorkingHours in the first place).

To be honest, I hadn't approached from the perspective that an "invoice" template could be used as a receipt. I actually quite like it, now that I'm trying it. It still feels a little hacky in terms of having receipt properties that feel out of place (like marking it as 'paid' etc. listed above).

But I do see it's not a straightforward implementation, in terms of keeping the current ethos, and I would rather avoid bloat.