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.
- Once it is selected, you can view the Record Payment button will be become available.
- Then, click on the Record Payment button.
- You will get the Record Payment Popup.
- Select the Payment Type from the drop-down.
- 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.
- You can view the Sales Receipts will get moved to the Paid section.
- You can also Record Payment on the Overview page also.
- Click on the More details to overview the Receipts.
- In the Overview page, you can view the Record Payment.
- By clicking on the Record Payment, you can view the Record Payment Popup.
- Add the Payment Term and click on the Save button.
- 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.
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