Receipt is an proof document sent to the customer for acknowledging their payment on product.
Receipt will be listed with Date, Receipt No, Contact , Deposit Account & Amount.
How to do modification in the listing of receipt?
You can rearrange the receipt list based on all these column headers.
You will also have the filter option to search invoices based on the name, status & date range.
To add a New Receipt :
- Click on Sales in left menu and select Receipt or Click on the Receipt link in the Invoice .
The next Receipt number will be displayed for your convenience.You can define it Automatic or Manual in Settings > Modules.
Receipt number should be unique for a financial year.
|Receipt Date||Date of Receipt payment|
Select the Customer from the drop down or type in the Customer name. As like Quotes & invoices, you can add new users here.
Once you choose the existing customer, the cumulative sum of all invoices, credit & Debit notes will be shown with it.
Customer is required field for Credit / Debit note.
For existing customers, it will be displayed on choosing their name. For new customer, you can provide directly.
Select a Cash / Bank account, to update deposit details which is optional.
|Reference||Provide the Reference No for the receipt like Invoice , Debit note etc.,
Provide the amount received for customer to update the Invoice payments or credit balance if any. If the amount is excess than the credit balance it will be added as excess credit for the customer. In future the balance will be adjusted with Invoice.
You can also add attachments related to the transaction
How to edit/delete/send/print/copy a receipt?
Click on the drop down associated with each credit/debit note under Action category and,choose the desired action.