Generating Invoices and Receipts
Every payment should leave a clear paper trail. Invoices and receipts are not just courtesies — they are records your customers and your accountant rely on.
This article explains the difference and how we automate both.
Invoice vs Receipt
An invoice is a request for payment that may be issued before money changes hands. A receipt confirms that payment has been made. Subscriptions usually generate both around each cycle.
What Good Documents Include
- A unique, sequential number for your records.
- Clear line items and totals.
- Tax shown separately where it applies.
- Your business and the customer's details.
Automating the Process
We connect your payment events to automatic document generation, so invoices and receipts are created, emailed and stored without anyone lifting a finger.
Frequently Asked Questions
Can customers download their own invoices?
Yes. We can give customers a billing area where they self-serve every invoice and receipt, which cuts support requests.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.