Select receipt from the main module navigation bar. Initially, for the first use, you will be presented with a blank page with the “add new” button. Once this has been clicked on the first receipt entry will be raised.
Click on the list icon and select the customer or company that the payment has been received from.
Enter the method of payment, and the amount received. This amount will also appear in the unallocated field at the foot of the receipt allocation panel.
A list of outstanding invoices will be shown on the right-hand panel. To complete the receipt process and set the invoice status to paid, the invoice(s) need to be allocated. To do this click on the arrow as indicated. You will be prompted to confirm part or full payment received. Make the appropriate selection and the prompt will disappear and the receipt process completed
A list of printable reports can be obtained from the options button.