How do I record payment for sales receipt?

Updated on May 30, 2020 05:32AM by Admin

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

Steps to Record Payment

  • Login and access the Sales Receipts from the universal menu.
  • Click on the Show All page, select the receipt that needs to be recorded.
Sales Receipts

  • Once it is selected, you can view the Record Payment button will be become available.
  • Then, click on the Record Payment button.
Record Payment

  • You will get the Record Payment Popup.
  • Select the Payment Type from the drop-down.
Popup

  • The amount and the Payment Date will get auto-populated from the Sales Receipts.
  • Add the Reference number and the notes for your reference.
  • Diable the Toggle for Mark Sales Receipts as paid, if you do not want to mark this as paid.
  • Then, click on the Save button.
Amount

  • You can view the Sales Receipts will get moved to the Paid section.
Paid

  • You can also Record Payment on the Overview page also.
  • Click on the More details to overview the Receipts.
More Details

  • In the Overview page, you can view the Record Payment.
Overview

  • By clicking on the Record Payment, you can view the Record Payment Popup.
  • Add the Payment Term and click on the Save button.
Payment type

  • If you record the payment by disabling the toggle for Mark sales receipts as paid. Then, the Sales Receipts will get moved to the Draft section.
Drafts

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