Record a customer receipt

Allocate money received to one or more open invoices.

Step by step

1. 1

   Select the customer and load their open invoices.

2. 2

   Choose the receipt date and method. Add the cash or bank account if applicable, along with reference and description.

3. 3

   Select the invoice or invoices being paid.

4. 4

   Adjust allocations for partial receipts. Check that no allocation exceeds the invoice balance.

5. 5

   Confirm the receipt total matches the selected allocations, then record the receipt.

6. 6

   Review the receipt and updated invoice balances. Multiple selected invoices are settled under one bulk receipt.

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