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57.2 Open the Receipts screen

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57.2.1 From the Home screen, click Business Contacts

 

Select the client

Click the invoice tab and locate the invoice where the receipt is to be applied

On the same row of the invoice reference, double click on the receipt column

A blank receipt screen appears with the default Bank Account, Client Code, Receipt Date already filled in and the list of invoices related to the Client is shown on the top right.

Enter the Receipt details

 

57.2.2 From the Home screen, click Job / Project

 

Click the invoice tab and locate the invoice where the receipt is to be applied

On the same row of the invoice reference, double click on the receipt column

A blank receipt screen appears with the default Bank Account, Client Code, Receipt Date already filled in and the list of invoices related to the Job is shown on the top right.

Enter the Receipt details

 

57.2.3 From the Home screen, click Finance and select Receipt

 

The first receipt record in the database is displayed

Click the new record button (arrow pointing to the right with an asterisk; bottom left)

Proceed to enter the Receipt details