SERVOS issues a receipt the moment a payment succeeds, whether card, payment link, terminal, or a recorded external payment. Receipts are numbered sequentially per organization per calendar year (2026-0001, 2026-0002, and so on), so your bookkeeping gets an unbroken series without anyone doing anything.
Getting the PDF
From the order's More → Download receipt, you can add an optional note (like "Payment due within 14 days") and download the PDF. The document always shows the complete order: your business details and organization number, the customer's billing details, every line item, the discount and VAT breakdown (tax is included in prices, itemized per tax group), the full payment history including refunds, and any amount still due. Viewers don't get Download receipt; it needs the Member role or above.
Guests can download the same receipt themselves from the order in the guest portal. Receipt emails to customers go out from SERVOS on your behalf, with your organization as the sender name.
Billing details on the receipt
The "Bill to" block shows the customer's company name and tax id from their customer profile, plus the order's billing address, which is what business guests usually ask for. Staff edit the company details on the customer and, with the Member role or above, the address on the order; guests can only change the address themselves in the guest portal. The receipt reflects what's there at download time.
Refunds and credit notes
Refunds appear on the receipt PDF as negative rows in the payment history with a "Total refunded" line. SERVOS doesn't issue separate credit-note documents. For bookkeeping, the financial report export includes a "Credit Notes" sheet listing every refund with its date, original order, amount, reason, and who issued it.
Common questions
The customer needs their company and VAT number on the receipt. Add them to the customer's profile in the app, then download again. Guests can't add a company themselves in the portal.
Can I re-send a receipt? Download the PDF and email it yourself, or point the guest to the order in the guest portal where they can download it themselves.
Do refunds get their own receipt? No separate document. The refund shows on the order's receipt, and bookkeeping gets the "Credit Notes" sheet in the financial export.
