Receipt

Receipt menu will be shown by default.

Receipt Listing

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.

Creating Receipt

To add a New Receipt :

  • Click on Sales in left menu and select  Receipt or  Click on the Receipt link  in the Invoice .

12 Receipt


Fields Description
Receipt  No 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
Customer 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.
GSTIN Customer GSTIN will be displayed if already stored or option to enter
Deposit A/C 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.,
Amount Received 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.
Attachment You can also add attachments related to the transaction