Your document plan limit has been reachedĮrror: The API version does not match the Worker version.

Unit Price: Enter the unit price for the purchased good(s).Basic Troubleshooting - Resolve 90% of Technical Issues on Neat Web App.

Total: Check that the total amount for all purchased items – including price, line-item total(s), subtotal, discounts (if applicable), tax rate, and shipping/handling costs – are accurate.

Tax Rate: Enter the tax rate for the purchase (e.g., state sales tax).

Subtotal: Check that the subtotal for the items is correct.

Shipping/Handling: Enter the shipping and handling rates.

Salesperson: Enter the name of the salesperson who conducted the sale.

Remarks / Instructions: Enter any relevant notes or instructions related to the purchase.

Receipt Number: Enter a unique receipt number for the customer’s purchase.

Recipient Info: Enter the name, address, phone number, and email address of the customer who has made the purchase.

Quantity: Enter the quantity of items purchased.

Payment Method: Enter the payment method for the customer’s purchase (e.g., cash, credit card, check, money order). Neat's invoice and receipt tracker helps businesses store and organize financial documents with their scanner or mobile phone.

Item Total: Enter the line-item total amount for the purchased item(s).

Once Image Capture launches, select the Neat scanner from Devices on the left side of the window. Click on the Spotlight icon (the magnifying glass at the top right of your screen) type Image Capture and hit Enter to launch.

Item Number: Enter the unique inventory number for the item(s) the customer has purchased. Image Capture (Mac) Close out of the Neat software entirely (go to Neat -> Quit Neat).

Discount: Enter any applicable discounts.

Description: Enter a description of the purchased item.

Date: Enter the date of the customer’s purchase.

A PDF receipt template allows you to print and fill out (or fill out online and download) a proof of purchase for your customers, so that you have official receipts of transactions.Ī PDF receipt typically includes the following sections for recording your customer’s purchase: Whether you are a small business, landlord, delivery service, or nonprofit organization receiving donations, maintaining accurate records of purchase details ensures your transactions are accurately logged as proof of purchase.

Use a receipt PDF template to create a record of the date, receipt number, recipient, item number, purchase description, price, tax rate, and total amount of the purchase.

Getting started with the Smartsheet APIĪ receipt PDF is an easy-to-fill form for businesses to create customer receipts.ENGAGE 2023 Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.

Neat receipts downloads