Preparing Receipts

Overview:

Receipts is generally prepared when cash is received against sales this tab allow you different option which discuss below step wise

Step 1:

First you will click on receipts option from Task option on tool bar.

  

Step 2:

A receipts window will appear which has different tabs such as cash tab, customer information tab, Apply to sale revenues and apply to invoice.

Customer information:

In this section you will write information related to your customer. Deposit Ticket ID here you will type ID ticket which you save in your accounts.

Cash account:

Here you will select cash account or bank account some times company has different two banks accounts so in this option you will change account.

Cash amount balance: Here you will check your cash in hand balance.

Date: Here you will first change the date and type the date on which you receive payment from customer,

Receipt number: Here you will select receipts number.

Receipts Amount: The amount which you received against sale is written in this box.

Payment method: You can change method for example may select credit card option.

Apply to revenue:

Here you will write the amount of sale which you sale without issue of sale invoice for example extra unit for sale which not included in invoice of particular customer.

Step 4:

Apply to sale invoice:

First you will select you customer from customer ID then apply to sale invoice will edit able now you can record sales against sale invoice.

Step 5:

Here you will types information in related box and click on pay option.

  

Sale Invoice

Overview:

Whenever you have to record your sale then you prepare sale invoice we do this task step by step

Step 1:

First you will click sale invoice option from ‘task’ tool bar

Step 2:

A window will appear which has following contents show on the right side

Apply to sale order

After selecting ID ‘Apply to sales’ tab will be edited here you will select sale order no from <No So Select> .

Purpose of this tab is to record the sale amount against purchase order in shipped box.

After selecting the invoice no following change has be occur mentioned below window.

Step 3:

Shipped Amount:

In shipped amount you will type the amount which you sale against sale order.

 

Apply to sales:

In this tab you will write the any extra sale item and amount which is not written in sale order of particular customer.