SelfRun CashFlow AI · Money in

Receipts

Record and issue receipts

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SelfRun CashFlow AI — real screen of the product on a laptop

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In simple words

Receipts is part of SelfRun CashFlow AI. Record and issue receipts. This guide takes you through it in 2 short steps.

Where it fits in your work — Invoice. Create an invoice, send it with a payment link and track it until it is paid.

Before you start

You need to be signed in to your company's workspace. SelfRun CashFlow AI appears in the Workspace dashboard and in the left menu when your role includes it.
What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
Receipts belongs to Money in in SelfRun CashFlow AI. Record and issue receipts.

Step by step

1
Step 1
Open SelfRun CashFlow AI
Sign in and open the SelfRun CashFlow AI product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.
2
Step 2
Find Receipts
Inside SelfRun CashFlow AI, open “Receipts” from the left menu or the product's start screen. Record and issue receipts.

Quick recap

Open SelfRun CashFlow AI → Find Receipts

What it connects to

SelfRun DealFlow AI
Won clients become customers you can invoice.
SelfRun SprintOS
Milestones raise invoices; project costs feed profitability.
SelfRun TalentOS
Payroll runs and salary payments arrive from HR.
SelfRun SpendIQ
Matched vendor invoices become payables.
SelfRun Cohort AI
Student fees and receipts.

Why use SelfRun CashFlow AI

SelfRun CashFlow AI replaces accounting & invoicing software and runs independently with its own sign-in and database.

Books that close faster, from live transactions
Customers pay online straight from the invoice
Salary, vendor and project money posts itself — no re-entry
Reports your accountant can use as they are

Who uses SelfRun CashFlow AI

Finance managers
Approve payouts, watch cash flow and close periods.
Accountants
Post, reconcile and report from the ledger.
Collections & receivables
Send invoices and payment links and chase what is overdue.
Auditors
Read-only access to reports and the audit trail.

More in Money in

Receivables

Everything customers owe you

Invoices

Create, send and track invoices

Credit notes

Adjust invoices cleanly

Payment links

Get paid online from any invoice

Refunds

Handle refunds with a trail

Customers

Customer records with history

Previous guideCredit notes Next guidePayment links

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FAQs

Common questions.

About Receipts and SelfRun CashFlow AI.

I cannot see Receipts in the menu.

Your role may not include it. Ask your workspace owner to open Workspace → Users and give your role access to SelfRun CashFlow AI.

Can I do this on my phone?

Yes. SelfRun AI works in the browser on any device and can be installed as an app on Android, iOS and desktop, with the same screens and the same data.

Does this cost extra?

No. Receipts comes with the SelfRun CashFlow AI product, and every product is included in every plan.

What is SelfRun AI?

SelfRun AI is a cloud platform that brings your sales, HR, finance, projects, procurement, training, documents, website and team communication into one system, with AI and workflow automation running through all of it.

Do I need to use every module?

No. Each plan includes a set of modules and you switch on only what you need during setup. You can turn modules on or off later from your workspace settings.

Is there a free plan?

Yes. The Free plan is free forever and includes every product and every feature — no card needed. Paid plans add more people and bigger storage, AI, email and voice allowances.

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