---
title: How to Create a Receipt and Track Item Delivery
description: Learn to create purchase order receipts in Precoro to track delivered items and ensure the orders are fulfilled.
---
[Skip to content](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#main-content)
[Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en)
[](https://app.precoro.com/login)
Open main navigation
Close main navigation
- [Contact us](https://help.precoro.com/kb-tickets/new)
- [Customer portal](https://help.precoro.com/tickets-view)
- [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)
[Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf)
Hi there! How can we help you today?
- There are no suggestions because the search field is empty.
1. [Knowledge Base](https://help.precoro.com/?hsLang=en)
2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en)
3. [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
# How to Create a Receipt and Track Item Delivery
## Learn how to create a receipt and use Precoro's features to keep track of ordered and received items.
#### **TABLE OF CONTENTS**
- [What Is a Receipt?](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#what-is-receipt)
- [How to Create a Receipt](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#how-to-create)
- [Step 1. Create a Document](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-1)
- [Step 2. Select the Items You Are Receiving](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-2)
- [Step 3. Enter Receipt Details](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-3)
- [Step 4. Review the Document](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-4)
- [Step 5. Approval and Matching](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-5)
- [How to Track Item Delivery](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#how-to-track)
- - [Viewing Related Documents](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#viewing-related)
- [Understanding PO Statuses](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#understanding-statuses)
- [Using Infocards on the Receipts Page](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#using-infocards)
- [Frequently Asked Questions](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#faq)
### What Is a Receipt?
A **Receipt** is a document confirming delivery and listing items and their quantities. Assigned people can make receipts after inspecting delivered goods. The information from receipts appears in related purchase orders and allows them to be completed.
Here’s what receipts can help you do:
- Enter and access information about what was delivered.
- Ensure all items from the purchase orders are received in sufficient quantities.
- Monitor the delivery of prepaid orders.
- Confirm deliveries that are required before passing invoices for payment.
- Add items to warehouses and keep the stock balance up to date.
The following chapters show how to create receipts and track what items were delivered.
If you prefer video format, follow [this link](https://help.precoro.com/video-tutorial-create-a-receipt-in-precoro?hsLang=en)to watch a tutorial on creatingreceipts in Precoro.
### How to Create a Receipt
There are several ways to start creating purchase order receipts followed by the same process. Let’s review these options and the needed actions.
#### Step 1. Create a Document
##### 1. From a Purchase Order (PO)
Open a PO for the items you want to receive. In the PO header, choose one of the options:
- **Add Receipt**: select the items and quantities you received (see [Step 2](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#step-2)).
- **Quick Receipt**: receive all items in one step.
- Click the arrow next to **Add Receipt** and select **Quick Receipt**.
- Click **Quick Receipt** in the **Receive all items?** window to confirm.
- Review the receipt that opens automatically. Optional fields are left empty: fill in any you need before you submit it.
If the PO is already partly received, **Quick Receipt** creates a receipt for the remaining items only.
[](https://help.precoro.com/hubfs/quick-receipt.jpg?hsLang=en)
##### 2. From a Purchase Requisition (PR)
The **Add Receipt** button appears in the PR header when both conditions are met:
- The user has permission to create receipts, such as access to the Receipt module with the Create role.
- The PR has at least one item available for receiving. This means that the item is included in a related PO, and that PO is in the **Approved** status.
To create a receipt from a PR:
1. Open the PR with the items you want to receive.
2. Click **Add Receipt** in the PR header and select the items and quantities you received.
You can also click the arrow next to **Add Receipt** and select **Quick Receipt** to receive all items in one step.
If you receive items from several POs related to the PR, Precoro will create a separate receipt for each PO.
##### 3. From a Document Preview
The **Add Receipt** button is also available from the document preview sidebar for PRs and orders. Simply open the required module, click Preview (eye icon) next to the required document, and click Add Receipt to create a receipt quickly.
To receive all items in one step, click the arrow next to it and select **Quick Receipt**.
[](https://help.precoro.com/hubfs/preview.jpg?hsLang=en)
##### 4. From the Receipts Page
Navigate to the **Receipts** page and click **Add**. Find a PO with the items you are receiving and click **+** in the **Action** column.
[](https://help.precoro.com/hubfs/receipts-page.jpg?hsLang=en)
##### 5. Let AI Handle Receipt Creation
You can automatically create receipts using AI-powered scanning directly from the **Receipts** module. Learn more about the process [here](https://help.precoro.com/using-ai-document-scanning#receipt:~:text=extracted%20it%20incorrectly.-,How%20to%20Scan%20Receipt%20Files,-You%20can%20automatically).
**Please note:**
This feature is included with Automation or Enterprise plans. If you’d like to enable AI Scanning with the Core plan, please contact your Customer Success Manager to purchase this add-on.
[](https://help.precoro.com/hubfs/receipts-page-scan-with-ai.jpg?hsLang=en)
AI receipt scanning is also available on mobile devices. Read how to use it [here](https://help.precoro.com/working-with-documents-via-the-mobile-app#receipts:~:text=To%20create%20a%20receipt%20with%20AI%20scanning%3A).
💡 Please note: If you have a Creator role and access to the Receipt and Purchase Order modules, you can also create receipts in bulk at this stage. After you click **Add** on the **Receipts** page, you can select multiple POs and then click **Receive selected**. Automatically created receipts will follow the approval workflow set up in your company.
[](https://help.precoro.com/hubfs/ReceiveSelected.png?hsLang=en)
#### Step 2. Select the Items You Are Receiving
This step applies when you click **Add Receipt** on a document or **Add** on the Receipts page.
1. You will see the list of items from the PO. You can navigate it manually, use search (by SKU or name), or filter the items by their custom fields activated in the receipts. Learn more about using Custom Fields in [this article](https://help.precoro.com/functionality-of-items-custom-fields-1?hsLang=en).
2. Select the items to receive. All items from the PO are selected automatically, but you can uncheck the ones you don’t need in this document. If not everything is delivered in one shipment, you can create more receipts from the same PO.
3. Specify the received quantity (in the **Add to Receipt** column) and any required fields.
4. Click **Next Step**.
[](https://help.precoro.com/hubfs/Selecting%20Items%20For%20A%20Receipt.jpg?hsLang=en)
#### Step 3. Enter Receipt Details
1. Fill out the receipt date and other necessary details. If the items are delivered to a warehouse, you can choose the correct one from the list in **Post to Warehouse**, and the stock balance will be updated accordingly.
2. Click **Create**.
[](https://help.precoro.com/hubfs/Receipt%20Details.png?hsLang=en)
#### Step 4. Review the Document
Now you can review the created receipt. This page allows you to:
- View the total of received and invoiced items.
- Add attachments, notes, and comments.
- See related documents or stock balance after clicking the [corresponding buttons](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#viewing-related).
- Download the receipt as a .pdf or .xlsx file once it reaches the **Received** status.
To show or hide the signature block on the downloaded file, go to Configuration → Basic Settings → Documents Setup → Receipts → **Printing Configurations**, and check or uncheck **Signature** (enabled by default).
#### Step 5. Approval and Matching
1. Once you have created a receipt, it will gain **Pending** status and follow the Approval Workflow set up in your company. When it is approved, the status will change to **Received**.
2. If the **Match with Purchase Order** option in the **Receipts** section of Basic Settings is active and there are discrepancies between the receipt and related PO, the matching process is triggered. You can learn more about matching [here](https://help.precoro.com/matching-process?hsLang=en).
### How to Track Item Delivery
Precoro offers several ways to monitor if the ordered items were received and understand which receipts you should prioritize.
#### Viewing Related Documents
1\. From any Receipt or Purchase Order document
When viewing a particular receipt for purchase, you can see the related PO, Quantity (as ordered), and Received quantity.
[](https://help.precoro.com/hubfs/Related%20in%20Receipt%20Document.png?hsLang=en)
When viewing a particular PO that has a related receipt, you can see a list of order receipts or click **Show Receipts**. Item lines display the **Received/Waiting** column that shows how many items have already been added to receipts and how many still have to be received.
2\. From the Receipts and Purchase Orders pages
On the **Receipts** and **Purchase Orders** pages related documents are displayed in the **Related Documents, #** column.
[](https://help.precoro.com/hubfs/Related%20Receipts%20Module.png?hsLang=en)
[](https://help.precoro.com/hubfs/Related%20PO%20Module.png?hsLang=en)
#### Understanding PO Statuses
Each PO will have one of the following statuses, indicating if the ordered items have been received.
1. Not Received
This status is assigned to a PO upon creation and stays until the first related receipt is added.
[](https://help.precoro.com/hubfs/Monosnap%20Purchase%20Order%20%23653%202022-12-05%2015-53-37-png.png?hsLang=en)
2. Partly Received.
If only a part of the order was received (not all items or insufficient quantity of any items), the document will gain this status.
3. Received
This status is assigned when all items are received.
#### Using Infocards on the Receipts Page
Infocards help you navigate the list of purchase orders when creating receipts. When you click an infocard on the **Receipts** page, you are directed to the Receipt creation screen with filtered purchase orders. Add receipts for any order separately (click **+** in the **Action** column) or [in bulk](https://help.precoro.com/how-to-create-a-receipt-and-match-it-with-the-purchase-order-1#bulk-receipt).
1. Pending Receipt
If [3-Way Match Functionality](https://help.precoro.com/3-way-match-functionality?hsLang=en) is activated in your company, receiving purchase orders filtered here may be your priority. This infocard shows a list of purchase orders with related invoices that have **Pending Receipt** status, and a receipt is needed to continue processing them.
2. Delivery Overdue Infocard
This infocard filters purchase orders with **Approved** and **Not Received** statuses for which the established delivery date has passed.
### Frequently Asked Questions
**How can I make changes to a receipt?**
You can revise a receipt or cancel it if it is no longer relevant. Follow [this link](https://help.precoro.com/how-to-cancel-or-revise-receipts?hsLang=en) to see a detailed guide.
**Can I see the invoice attachments when creating receipts?**
You can activate the **Show Invoice attachments when creating Receipts** setting in **Configuration → Basic Settings → Documents Setup → Receipts**.
Invoice attachments will be visible to users with:
- **Receipt Create** and any PO or Invoice roles: View, Create, or Approve.
- **Receipt Create** and the **Super User** role.
This functionality helps you verify invoice information and receive exactly what is needed.
**How do I hide item prices in receipts?**
Activate the **Hide Prices** setting in **Configuration → Basic Settings → Document Setup → Receipts**.
Once the setting is activated:
- Users with **Create** or **Approve Receipt** roles will not see prices in receipts. However, the **Net Total** amount will be displayed for service orders.
- Users with **Invoice** or **Purchase Order** roles will still see prices regardless of this setting.
**Is the number of items I can add limited?**
While you can add as many items as necessary, we recommend keeping the number below 500. Creating receipts with more items can slow down document processing and cause unexpected errors.
- [Precoro Setup](https://help.precoro.com/precoro-setup?hsLang=en#main-content)
- [Configurations](https://help.precoro.com/precoro-setup?hsLang=en#configurations)
- [User Management](https://help.precoro.com/precoro-setup?hsLang=en#user-management)
- [Custom Fields and Forms](https://help.precoro.com/precoro-setup?hsLang=en#custom-fields-and-forms)
- [Supplier management](https://help.precoro.com/precoro-setup?hsLang=en#supplier-management)
- [Working with Items](https://help.precoro.com/precoro-setup?hsLang=en#working-with-items)
- [Approval Workflow](https://help.precoro.com/precoro-setup?hsLang=en#approval-workflow)
- [Location Management](https://help.precoro.com/precoro-setup?hsLang=en#location-management)
- [Precoro Payments](https://help.precoro.com/precoro-setup?hsLang=en#precoro-payments)
- [Two-factor authentication](https://help.precoro.com/precoro-setup?hsLang=en#two-factor-authentication)
- [Security](https://help.precoro.com/precoro-setup?hsLang=en#security)
- [US Based Server](https://help.precoro.com/precoro-setup?hsLang=en#us-based-server)
- [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en#main-content)
- [Warehouse Requests](https://help.precoro.com/how-to-use-precoro?hsLang=en#warehouse-requests)
- [Requests for Proposals](https://help.precoro.com/how-to-use-precoro?hsLang=en#requests-for-proposals)
- [Purchase Requisitions](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-requisitions)
- [Purchase Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#purchase-orders)
- [Service Orders](https://help.precoro.com/how-to-use-precoro?hsLang=en#service-orders)
- [Receipts](https://help.precoro.com/how-to-use-precoro?hsLang=en#receipts)
- [Invoices](https://help.precoro.com/how-to-use-precoro?hsLang=en#invoices)
- [Expenses](https://help.precoro.com/how-to-use-precoro?hsLang=en#expenses)
- [Budgeting](https://help.precoro.com/how-to-use-precoro?hsLang=en#budgeting)
- [Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory)
- [Reports](https://help.precoro.com/how-to-use-precoro?hsLang=en#reports)
- [AP Inbox and Intelligent AP Automation](https://help.precoro.com/how-to-use-precoro?hsLang=en#ap-inbox-and-intelligent-ap-automation)
- [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents)
- [Suppliers Portal](https://help.precoro.com/how-to-use-precoro?hsLang=en#suppliers-portal)
- [Supplier Registration](https://help.precoro.com/how-to-use-precoro?hsLang=en#supplier-registration)
- [Attachments, Filters, and Search](https://help.precoro.com/how-to-use-precoro?hsLang=en#attachments-filters-and-search)
- [Mobile App](https://help.precoro.com/how-to-use-precoro?hsLang=en#mobile-app)
- [FAQs and Troubleshooting](https://help.precoro.com/how-to-use-precoro?hsLang=en#faqs-and-troubleshooting)
- [Precoro Integrations](https://help.precoro.com/precoro-integrations?hsLang=en#main-content)
- [QuickBooks Online Integration](https://help.precoro.com/precoro-integrations?hsLang=en#quickbooks-online-integration)
- [NetSuite Integration](https://help.precoro.com/precoro-integrations?hsLang=en#netsuite-integration)
- [Xero Integration](https://help.precoro.com/precoro-integrations?hsLang=en#xero-integration)
- [API Requests and Webhooks](https://help.precoro.com/precoro-integrations?hsLang=en#api-requests-and-webhooks)
- [SSO Setting](https://help.precoro.com/precoro-integrations?hsLang=en#sso-setting)
- [Google Integration](https://help.precoro.com/precoro-integrations?hsLang=en#google-integration)
- [Power BI](https://help.precoro.com/precoro-integrations?hsLang=en#power-bi)
- [Integration with Slack](https://help.precoro.com/precoro-integrations?hsLang=en#integration-with-slack)
- [PunchOut Catalogs](https://help.precoro.com/precoro-integrations?hsLang=en#punchout-catalogs)
- [Integrations via Connectors](https://help.precoro.com/precoro-integrations?hsLang=en#integrations-via-connectors)
- [Bill.com Integration](https://help.precoro.com/precoro-integrations?hsLang=en#bill-com-integration)
- [Precoro Updates](https://help.precoro.com/precoro-updates?hsLang=en#main-content)
- [Releases, 2026](https://help.precoro.com/precoro-updates?hsLang=en#releases-2026)
- [Releases, 2025](https://help.precoro.com/precoro-updates?hsLang=en#releases-2025)
- [Releases, 2024](https://help.precoro.com/precoro-updates?hsLang=en#releases-2024)
- [Releases, 2023](https://help.precoro.com/precoro-updates?hsLang=en#releases-2023)
- [API Updates](https://help.precoro.com/precoro-updates?hsLang=en#api-updates)
- [General changes](https://help.precoro.com/precoro-updates?hsLang=en#general-changes)
[](https://precoro.com/)
Copyright © 2026, Precoro
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/ReceiptDocumentPage.mp4",
"dateModified" : "2024-12-04T12:57:33.569Z",
"duration" : "PT14S",
"height" : 1080,
"name" : "A video highlighting features of the receipt document page",
"thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/ReceiptDocumentPage.mp4/medium.jpg",
"uploadDate" : "2024-12-04T12:56:57.100Z",
"width" : 2520
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Receipt%20Info%20in%20PO.mp4",
"dateModified" : "2024-12-04T13:12:00.991Z",
"duration" : "PT8S",
"height" : 1080,
"name" : "A video showing how receipt information is displayed in a related purchase order",
"thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Receipt%20Info%20in%20PO.mp4/medium.jpg",
"uploadDate" : "2024-12-04T13:11:19.378Z",
"width" : 2520
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-05%2015-56-25.mp4",
"dateModified" : "2023-09-05T09:40:10.260Z",
"duration" : "PT21S",
"height" : 1476,
"name" : "Monosnap screencast 2022-12-05 15-56-25",
"thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-05%2015-56-25.mp4/medium.jpg",
"uploadDate" : "2023-05-29T17:05:46.818Z",
"width" : 2550
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-05%2015-58-48.mp4",
"dateModified" : "2023-09-05T09:40:05.511Z",
"duration" : "PT20S",
"height" : 1476,
"name" : "Monosnap screencast 2022-12-05 15-58-48",
"thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202022-12-05%2015-58-48.mp4/medium.jpg",
"uploadDate" : "2023-05-29T17:07:04.253Z",
"width" : 2550
}
```
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202024-05-31%2007-35-11.mp4",
"dateModified" : "2024-06-26T05:49:44.798Z",
"duration" : "PT18S",
"height" : 1224,
"name" : "Monosnap screencast 2024-05-31 07-35-11",
"thumbnailUrl" : "https://1903299.fs1.hubspotusercontent-na1.net/hubfs/1903299/Monosnap%20screencast%202024-05-31%2007-35-11.mp4/medium.jpg",
"uploadDate" : "2024-05-31T04:36:06.079Z",
"width" : 2302
}
```