How do I record payment for sales receipt?

Updated on March 6, 2015 04:41AM by Admin

Sales Receipts App allows you to record all the payments made. It will be very useful to track the payment history.

Steps to record payment

  1. Log in and access Sales Receipts App from your universal navigation menu bar.
  2. Create a new sales receipt or select an existing to record payment. 
  3. Click on “Record Payment” button.
    Status Draft dashboard
  4. Provide the following information:
    • Payment Type - Payment type such as Cash, Check, Google Wallet, PayPal, Credit Note, Wire Transfer and Zip mark.
    • Amount - Amount to be paid.
    • Reference Number - Reference number of record payment.
    • Payment Date - Date of Payment.
    • Notes - Provide notes relating to payment
    • Mark sales receipt as paid
  5. Click on “Save” button to complete.

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