Create a Client Receipt

Creating client receipts in SapphireOne is crucial for recording payments received from clients. This process ensures that all payment details are accurately documented and allocated to the corresponding invoices.

  1. Navigate to Client Receipt
    • Go to Accounts > Receivables > Client Receipt.
  2. Initiate a New Receipt
    • Click on the data entry-client receipt to create a new client receipt.
  3. Select the Client
    • Enter the Client ID or choose the client from the provided list.
  4. Enter the Receipt Details
    • Complete the necessary fields, including Receipt Date, Payment Amount, Payment Method, and any additional notes.
  5. Allocate Payment
    • Assign the payment to the corresponding Client Invoice(s).
  6. Save the Receipt
    • Finalise the receipt by clicking the green tick button.

For more detailed information, refer to the Accounts > Receivables > Client Receipt article.

1 0 0 July 2, 2024

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