Create a Receipt

What this is for:
Receipts are used to record money received from customers.
This is commonly used when customers pay by bank transfer, POS, or cash.

Open Receipts

1. From the left-hand menu, click Receipts.

If Receipts is not visible:

1. Click Customize
2. Tick Receipts
3. Click Update

Create a new receipt

1. Click New Receipt
2. Select the Customer
3. Enter the Date the payment was received
4. Select the Account the money was paid into
   • Example: Bank account, Cash account
5. Enter the Amount received
6. Enter a Reference (optional)
   • Example: Bank transfer reference or POS receipt number

Apply the receipt to an invoice (if applicable)

1. Under Sales Invoices, tick the invoice being paid
2. Confirm the amount applied matches the invoice amount

If the payment is for multiple invoices, tick each relevant invoice.

Save the receipt

1. Click Create

The receipt will now be recorded, and any linked invoice will show as paid or part-paid.

Notes

• If you do not select an invoice, the receipt will be recorded as an advance or unmatched payment.
• Receipts can be viewed and edited later by opening them from the Receipts list.