> ## Documentation Index
> Fetch the complete documentation index at: https://docs.estizee.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Receipts & Customer Records

> The Receipts & Customer Records section explains how Estizee manages payment receipts and stores customer information.

Proper record-keeping ensures accurate financial tracking, easy access to customer history, and compliance with business or legal requirements.

All features apply to **new and existing jobs and invoices**.

## **Receipts**

* **Automatic Generation**: Estizee automatically generates a receipt for every paid invoice.
* **Formats**: Receipts can be viewed online, sent via email, or downloaded as PDFs.
* **Content**: Each receipt includes customer details, job description, payment amount, payment method, and date.

## **Customer Records**

* **Profile Creation**: Customers are automatically added to the system when a job or quote is created.
* **Contact Information**: Stores phone numbers, email addresses, and billing addresses.
* **Job History**: Maintains a history of quotes, jobs, invoices, and payments.
* **Notes & Attachments**: Add notes or files to customer records for future reference.

## **Best Practices**

* Ensure all customer contact information is accurate for proper receipt delivery.
* Regularly review customer records for completeness and correctness.
* Use job history and notes to personalize service and improve customer experience.
* Maintain data privacy and compliance with applicable regulations.

Proper management of receipts and customer records in Estizee ensures transparency, accurate tracking, and enhanced customer relationships.