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Recording Script: Receipts

Metadata

  • Route: /receipts
  • Login: deejaynamo@yahoo.com
  • Business: COA Test School Academy
  • Recordly settings: 1920x1080, 30fps, auto-zoom ON, cursor effects ON
  • Test data: Business has one receipt (RCT-2026-00001 Mr. Okonkwo ₦50,000)

Short Clip (30 seconds) — "Record Sales Instantly"

Setup

  1. Navigate to https://app.finorabusiness.com/receipts
  2. Wait for receipt list to load

Actions

Time Action What to click/type Expected result Annotation text
0:00–0:03 Receipt list None — show the list Receipt list with RCT-2026-00001 visible "Cash sales and payment receipts"
0:03–0:06 Click Create Receipt Click "Create Receipt" or "+" button Receipt form opens —
0:06–0:10 Select customer Select "Mr. Okonkwo (Parent)" or add new Customer populates "Select or add customer"
0:10–0:15 Add item Add line item: "School Uniform Set", Qty "2", Price "₦15,000" Line total: ₦30,000 "Add items with quantities"
0:15–0:19 Payment method Select "Cash" from payment method dropdown Cash selected "Cash, bank transfer, or card"
0:19–0:23 Total display Hover over total: ₦30,000 Total highlighted "Instant total calculation"
0:23–0:27 Save Click Save Receipt saved "Saved — revenue posted to your books"
0:27–0:30 Receipt in list View in receipt list New receipt with Paid status "Every receipt feeds revenue and GL automatically"

Long Clip (90–120 seconds) — "Complete Receipt Workflow"

Setup

  1. Navigate to https://app.finorabusiness.com/receipts
  2. Wait for full page load

Actions

Time Action What to click/type Expected result Annotation text
0:00–0:05 Receipt list None — show existing receipts List with RCT-2026-00001 (Mr. Okonkwo ₦50,000) "Your sales receipt register"
0:05–0:10 Click existing receipt Click RCT-2026-00001 Receipt detail opens "Full receipt details"
0:10–0:15 Preview/PDF Click Preview or PDF button Receipt PDF with school logo, customer, items, total "Professional receipt — share or print"
0:15–0:18 Go back Navigate back to list Receipt list —
0:18–0:23 Create new receipt Click "Create Receipt" Receipt form "Record a new cash sale"
0:23–0:28 Customer Select customer from dropdown Customer name and details populate "Pick from existing customers"
0:28–0:33 Receipt date Set date to today Date field populated —
0:33–0:40 Add first item "Textbook — Mathematics Grade 10", Qty "3", Price "₦5,000" Line total: ₦15,000 "Add products or services"
0:40–0:47 Add second item "Exercise Books (Pack of 10)", Qty "2", Price "₦3,500" Line total: ₦7,000; Subtotal: ₦22,000 "Multiple line items"
0:47–0:52 VAT note Check if VAT toggle available — for small business it should be N/A VAT not applied (small business) "Small business — VAT not required (NTAA 2025 §147)"
0:52–0:57 Payment method Select "Bank Transfer" Payment method set "Record how payment was received"
0:57–1:02 Reference number Enter a reference "TRF-20260401-001" Reference populated "Add bank reference for reconciliation"
1:02–1:07 Review totals Hover over totals section Subtotal ₦22,000, Total ₦22,000 —
1:07–1:12 Save receipt Click Save Receipt created successfully "Receipt saved — GL entries posted automatically"
1:12–1:17 View in list Receipt appears in list New receipt visible with Paid status —
1:17–1:25 Share/Send Click Share or Send button on the receipt Send via email option "Email receipt directly to your customer"
1:25–1:30 End Return to receipt list Full list view "Receipts in Finora — record, share, report"