Receipt menu will be shown by default.
Receipt will be listed in Sales.
It will be listed with Date, Receipt No, & Amount.
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.
Customer GSTIN will be displayed if already stored or option to enter
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