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Customer Receipts

This guide explains how to record money received from customers.

Recording a Receipt​

Navigate to Accounts Receivable > Transactions > Receipts > Create Receipt.

Receipt Details​

  1. Receipt Date: Date the money was received.
  2. Customer: Select the customer who paid.
  3. Bank Account: Select the account where funds were deposited.
  4. Amount: Total amount received.
  5. Description: Payment reference (e.g., Check number, Transfer Ref).

Allocation​

After creating the receipt, you may be prompted to allocate it to outstanding invoices.

  • Select the invoices being paid.
  • Enter the amount to apply to each invoice.
  • Any unallocated amount will remain as a "Credit" on the customer's account.