What this screen is for
Every payment you have received from a customer, in one list: the receipt number, the invoice it was applied to, the customer, the date and the amount. Totals across the top show what has been collected altogether, this month and today.
When to use it
Use it to confirm a particular payment landed, to reconcile a day's collections against the bank or the till, or to find a receipt a customer is querying. Beyond the date and amount filters, you can narrow by payment mode and by type — a receipt against an invoice, one against an opening balance, or a single payment split across several invoices.
What you see on this screen
Four cards: Total Receipts (how many), Total Collected, This Month and Today.
- Receipt # — the receipt number; click it to open. Who recorded it is named beneath, and a deleted receipt is struck through and badged.
- Invoice — the invoice the money was applied to, with its date; Opening Balance where the receipt settles a brought-forward balance, or Multiple (n) where one payment was split across several invoices.
- Customer — who paid.
- Date — the payment date, with how long ago the receipt was created below.
- Method — the payment mode used, such as cash, bank transfer or card.
- Amount — what was received. Beneath it, the invoice total and any balance still outstanding on that invoice.
- Actions — view the receipt, open the invoice, delete, and for a deleted row restore it or remove it permanently.
Filters and actions
A search box matches receipt number, customer and invoice. Show Filters adds Date Range, Payment Mode (All Modes or a specific one), Type (Against Invoice, Opening Balance, Multi-invoice), and minimum and maximum amount, with Reset. Chips switch between Show Deleted and Deleted Only, and between Newest First and Oldest First; the number of deleted receipts is shown beside them. Receipt, Invoice, Customer, Date and Amount column headers can all be clicked to sort.
Record Receipt, in the header, opens the form for entering a new payment.
Related
- Sales Invoices
- Customer Outstanding — what is still unpaid after these receipts
- Customer Deposits — money taken before an invoice exists