Create a Client Receipt

Creating Client Receipts in SapphireOne is crucial for recording any payments received from Clients. This process ensures that all the Client’s payment details are accurately documented and allocated to the corresponding invoices.

1. Navigate to Accounts > Receivables > Data Entry and select the Client Receipt item. SpphireOne will place the cursor in the Client ID data entry field. Enter the required Client ID or choose the Client ID from the provided list.
2. Complete the necessary fields, including Receipt Date, Payment Amount, Payment Method, and any additional notes. Pay attention to dates as SapphireOne will automatically enter most of them as set up from default settings.
3. When the user clicks on the green tick on the main toolbar, the Client Receipt screen will be closed and the Allocation screen will be displayed.
4. Assign the payment to the corresponding Client Invoice(s) as required by clicking once on the line that has the required Invoice displayed. Multiple Invoices may be allocated to a single Client Receipt.
5. Finalise the transaction by clicking on the green tick button on the main toolbar. This will allocate the payment to the selected Invoice(s). SapphireOne will then save the Client Receipt and close the allocation screen.

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