Location: Bookkeeping module > Dashboard > Client specific > Sales > Receipts
Head to Receipts section from the above navigation
You can add a Receipt by clicking on the Add Receipt button available on the upper left navigation of the page. Clicking on this button will redirect you to New Receipt page.
There you will find:-
Receipt No: generated automatically, can be changed to suit
Customer Name: selected from the drop-down. You can add a new customer from the’+’ button listed beside.
Account: select an Account from the drop-down to which the payment will be received. As you will select the particular Account from the dropdown all the due Invoices will be listed and you may allocate the amount received against the particular Invoices.
Make Advance Receipt: This checkbox shall be ticked in case you want to make an Advance Receipt. Let us understand this with an example. Suppose we receive a payment from a debtor before the due date of Invoice, you are unable to allocate the amount received against the date of the Invoice. Hence in such cases, you can create Advance Receipts and can be later allocated to respective Invoice on the due date.
Amount Received: It displays the Amount that is being received against particular Invoices.
Receipt Date: It displays the date on which payment is received. You may set it as desired.
Reference: It can be given if required.
Once done, click on 'Save & Close' after filling in the required data.