View receipt details

Created by Emily A, Modified on Tue, 23 Sep at 7:54 PM by Emily A

View Receipt Details – Your Smart Payment Journal

Receipts are more than just proof of payment — they’re snapshots of trust between you and your client. With IntoAEC, you can view, track, and analyze receipts in a structured, easy-to-read journal that keeps your financial history crystal clear.


How to Unlock Receipt Details

  • Head over to Clients → Select your Client → Money Matters.

  • Click on View Receipt Details.

  • Apply smart filters for precision:

    • Payment Mode → Cash, Bank Transfer, Cheque, or any method you’ve accepted.

    • Date Range → Use the From Date → To Date picker to zoom in on specific periods.

  • Click Apply → Instantly view a filtered list of receipts tailored to your search.

Think of this as opening a digital vault of all your payments, organized just the way you need.

The Receipt Grid – What’s Inside

Every column is designed like a financial lens that helps you zoom in on the right details:

  • Receipt No. → A unique identifier that ensures every receipt has its own “fingerprint.”

  • Invoice No. → Connects each receipt back to the exact invoice it belongs to.

  • Amount → Displays the exact amount received — no hidden figures.

  • Paid On → Shows the date payment was made, creating a timeline of financial activity.

  • Mode of Payment → Clearly states how the payment was made (Cash, Card, Transfer, etc.), so you always know the source.


With Receipt Details in IntoAEC, you’re not just recording transactions — you’re building a transparent financial story for every client.




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