CRM - Invoice Receipt Relationship

Published at 2017-02-20 18:08
You can now do multiple invoices per receipt AND generate cash sales! :) However, to not confuse you, let's start with the standard paying multiple invoices per receipt.

Let's begin with adding a new invoice:-

1) Go to CRM > Invoicing > Invoices > Add New. After done please click Save.

2) Click . Search invoice number, then click .

3) After click "Generate Receipt" you will be able to see the page as follow:



 
  1 Please choose the invoice you want to pay.
  2 Key in the payment amount paid by customer.
 

4) After done, please click Save.


So, now you ask, how do I generate cash sales?

1) Go straight to invoices > add OR receipts > cash sales. Both would bring you to invoice create page.

2) Fill in the information. However, at the following, choose issue invoice & generate receipt for payment.
a1.png

3) Click Save.
 

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Ben
Where to indicate the payment receipt to specific bank?

2017-02-20 20:10

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rezki
rezki
Has the answer  
thanks Hana, appreciate it very much
   
You can now do multiple invoices per receipt AND generate cash sales! :) However, to not confuse you, let's start with the standard paying multiple invoices per receipt.

Let's begin with adding a new invoice:-

1) Go to CRM > Invoicing > Invoices > Add New. After done please click Save.

2) Click . Search invoice number, then click .

3) After click "Generate Receipt" you will be able to see the page as follow:



 
  1 Please choose the invoice you want to pay.
  2 Key in the payment amount paid by customer.
 

4) After done, please click Save.


So, now you ask, how do I generate cash sales?

1) Go straight to invoices > add OR receipts > cash sales. Both would bring you to invoice create page.

2) Fill in the information. However, at the following, choose issue invoice & generate receipt for payment.
a1.png

3) Click Save.
 

2017-02-21 10:52

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