Setting up receipt of payment settings:

1. Click on Debtors
   
2. Click Setup tab
   
3. Change customer receipting to 'Compulsory'
   

This will allow you to receipt your invoices 

NOTE: This will change how receipt transactions are added into Cashbook you will no longer be able to link transactions through the main Cashbook transaction screen

Enter a Debtor Invoice:

1. Click on the Debtors toolbar icon
   
2. Click on the Invoices tab
   
3. Click on the Add button
   
4. Enter invoice details
   

NOTE: Now that the Customer Receipting has been set to Compulsory you will notice Payment Details is now greyed out

For Example:

Creating a receipt:

• Click on Receipts
• Click on Add
• Select the Customer of the invoice that needs receipting
• Fill in relevant receipt detail
• Click Print to get a copy of the receipt to send to payee
  

Banking a receipt:

For you to get the invoice payment information into Cashbook you need to 'Bank' your receipt

• In Debtors, click on Receipts
• Change Transaction Status to Unbanked
  

• Right-click to select receipts to be banked
• By right-clicking, you will see a little cash bag indicating you are ready to bank the receipt
  

• Click Bank down the bottom of the screen to bank the payment and add the transaction into Cashbook
  

• A screen will pop-up with Banking details
• Click OK

• A pop-up alert will come up asking if you want to print banking schedule - select No
  

The transaction will now be in Cashbook at the bottom of the page.

Article ID 2043