Receive a Payment from a Customer.
After you have taken a customer's order, fulfilled the order and sent an invoice, the next step in the AR process is to receive a payment from your customer. This lesson will describe how to enter a standard Receipt in the form of a check. Check out this article if you need to enter a Receipt from a method other than a check.
2. Create a New Receipt
Click the Create New Record button or use the keyboard shortcut Command + N.
3. Enter a new Receipt.
- Client Information: Enter the Client Name here. Terms, Client Number and Address will auto-populate.
- Invoice Number: (Optional) This can be used to quickly find the correct Client record. This can be helpful if you have several Clients with the same name. Note this field is not used to indicate which invoice is being paid, you'll do that in step 4 below.
- Distribution remaining - This should equal $0.00 when you are finished applying the Receipt.
Click OK to save the Receipt and don't forget to Post!
Receiving payment from somebody that's not an established Client, or for something other than an AR Invoice? See this lesson.