Linking To Invoices when adding a receipt.

Linking To Invoices when adding a receipt

Trying to record a receipt (Deposit) from a customer and cannot gain access to the invoice list in the Add transaction window.

If the Invoices button is missing when you are trying to record Payments from customers via the Add Transaction screen, you need to:

Click on the Debtors icon toolbar option
Click on the Setup tab
Make sure Customer receipting is set to 'Optional' (NOT 'Compulsory').

Alternatively, ensure that Debtors > Setup > Update Debtors List in Transaction Entry is ticked.

Note: If the Debtors toolbar icon is greyed out, this will also cause the Invoice button to disappear. Go to Setup > Settings > click on the Modules tab > tick the Activate Debtors (customers) check box.

Article ID 1687