Learning level
34/100
Learning level
34/100
Guide type
User Guide
Audience
Lite users
Sections
4
Record incoming money separately from payments so collections and account movement stay clear.
What this guide covers
Quick facts
Use Receipt when money comes into the business from a customer or another account. Use Payment for money going out.
Select the accounts involved in the receipt and enter the amount and transaction information requested by the form.
Confirm the party/account, amount and date because receipt entries affect the account history shown in books and ledgers.
Use the Receipt workflow to review previously recorded receipts and open entries that need attention.