--- title: Receipt Generation Updates for Invoice and Quick Invoice Forms description: Learn about upcoming receipt generation updates for Invoice and Quick Invoice Forms, including partial payment details, remaining balances, payment history, and date display changes. --- [Skip to content](https://support.aclarian.com/aclarian-client-support-knowledge-base/future-enhancement-invoice-and-quick-invoice-receipts-updates#main-content) English - United States Show submenu for translations [Client Support Portal](https://support.aclarian.com/aclarian-tickets?hsLang=en-us) [![BRANDING ELEMENTS LIBRARY (11)](https://support.aclarian.com/hs-fs/hubfs/BRANDING%20ELEMENTS%20LIBRARY%20(11).png?width=500&height=141&name=BRANDING%20ELEMENTS%20LIBRARY%20(11).png)](https://Aclarian.com) Open main navigation Close main navigation - English - United States Show submenu for translations - [Client Support Portal](https://support.aclarian.com/aclarian-tickets) How can we help you? - There are no suggestions because the search field is empty. 1. [Aclarian Client Support Knowledge Base](https://support.aclarian.com/aclarian-client-support-knowledge-base?hsLang=en-us) 2. [Billing/AR](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us) 3. [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#forms) May 14, 2026 # Receipt Generation Updates for Invoice and Quick Invoice Forms ## Learn what is changing in receipt generation for Invoice and Quick Invoice Forms, including new receipt details, partial payment visibility, and updated date handling. #### Overview Aclarian is introducing updates to the receipt generation process in the **Billing and AR Module** for **Invoice** and **Quick Invoice** Forms. These changes are designed to make receipts clearer and more informative, especially when partial payments are involved. The updated format gives customers a more transparent view of: - how much has been paid - how much remains due - when payments were recorded - how prior payments are reflected on the receipt These updates apply to receipts generated after the enhancement goes live. #### Quick links - [What is changing](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#what-is-changing) - [New receipts window](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#new-receipts-window) - [What the updated receipt includes](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#what-the-updated-receipt-includes) - [Date handling updates](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#date-handling-updates) - [Invoice item description behavior](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#invoice-item-description-behavior) - [Key notes](https://app.hubspot.com/chatspot-widget-ui/46950108/chat#key-notes) #### What is changing? After a payment is made, users can click **See All Receipts** to open an updated receipts window. The new popup table will display the following information based on the number of payments made on the Invoice or Quick Invoice: - **Date Created** – the date and time the receipt was generated - **Amount Paid** – the total amount applied to the current invoice - **Remaining Balance** – the amount still owed This update helps provide a clearer summary of payment activity for invoices with one payment, multiple partial payments, or a final payment. #### New receipts window The updated **See All Receipts** window gives users a clearer view of receipt history and payment progress on an invoice. This allows users to quickly review: - when receipts were generated - how much was paid - whether a balance is still due This is especially helpful when multiple partial payments have been applied to the same invoice. #### What the updated receipt includes? The updated receipt format includes the following sections: - **Invoice Total** – the original invoice amount - **Current Payment** – the payment just received, including payment method such as cash, check, credit card, or ACH - **Prior Payments** – the total amount of earlier payments made toward the invoice - **Balance Remaining** – the amount still owed - **Paid in Full** – shown automatically when the remaining balance is zero - **Partial Payment History Table** – a list of prior payments showing the date, payment method, and amount This structure gives customers a clearer breakdown of how the invoice balance was reduced over time. #### How partial payments will appear? When an invoice has multiple payments, the receipt will now show a clearer payment history. This includes: - the most recent payment - earlier payments already applied - the remaining balance after the current payment - a history table showing all partial payments If the current payment completes the invoice balance, the receipt will show **Paid in Full** automatically. #### Date handling updates Several date-related fields have been clarified to ensure receipt data is displayed consistently. #### Date Created versus Date Received When selecting **See All Receipts**: - the **Date Created** column reflects the actual date the receipt was generated - it does **not** display the payment’s **Date Received** The **Date Received** should appear only in places where the payment date entered by the user is intended to be shown. #### Quick Invoice receipt payment date On a **Quick Invoice** receipt, the **Payment Date** shown at the top of the receipt should always reflect the **Date Received** entered when the payment was recorded. For example: - if the payment was entered with a Date Received of **8/25/2025** - the receipt should display **8/25/2025** as the Payment Date #### Partial payment history date column In the partial payment history table, the **Date** column should always pull from the recorded **Date Received**. For example: - if the payment was recorded with a Date Received of **8/10/2025** - that is the date that should display in the payment history table - even if the receipt itself is generated later, such as **9/15/2025** > **Important:** The receipt generation date and the recorded payment date serve different purposes and should not be used interchangeably. #### Invoice item description behavior The description shown on the receipt depends on what the payment was applied to. #### If payment is made toward an invoice item The receipt will display the **invoice item description**. #### If payment is made toward the full invoice The receipt will display the **invoice description** instead. This helps avoid confusion when an invoice includes multiple item descriptions. #### Who these changes apply to? These updates apply to: - **Invoice receipts** - **Quick Invoice receipts** - **all payment methods** These changes are intended for customers making payments: - by mail - in person These updates do **not** apply to: - billing portal receipts - billing portal messaging #### Key notes - Applies to **Invoice** and **Quick Invoice** receipts only - Covers **all payment methods** - Applies only to **new receipts generated after the update** - Does **not** change past invoices or previously generated receipts - Does **not** affect billing portal receipts or billing portal messaging #### Summary These receipt generation updates are designed to make payment receipts more transparent and easier to understand. With the new format, users can more easily see: - the original invoice total - the current payment amount - prior payments - the remaining balance - whether the invoice has been paid in full - the correct payment and receipt dates These improvements support clearer customer communication and more accurate payment reconciliation. - [Billing/AR](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#main-content) - [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#forms) - [Data Management](https://support.aclarian.com/aclarian-client-support-knowledge-base/billing-ar?hsLang=en-us#data-management) - [Budgeting](https://support.aclarian.com/aclarian-client-support-knowledge-base/budgeting?hsLang=en-us#main-content) - [Forms](https://support.aclarian.com/aclarian-client-support-knowledge-base/budgeting?hsLang=en-us#forms) - [Data Management](https://support.aclarian.com/aclarian-client-support-knowledge-base/budgeting?hsLang=en-us#data-management) - 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