Record a receipt

Goal

Record customer payment against open invoices or as an unallocated receipt.

Who it is for

AR clerk, cashier.

Preconditions

• Bank account or cashbox set up.
• receipts.manage permission.

Steps

1. Open Receipts → New.
2. Select the customer and receiving account (bank/cashbox).
3. Allocate amounts to open invoices, or leave unallocated if your process allows.
4. Save/post the receipt.

Result

Customer balance decreases; bank/cash movement is recorded.

Related

• Create a sales invoice
• Bank accounts