Record Client Receipts from the Sapphire Web Pack

The Client Receipt functionality in SapphireOne enables users to record payments received from clients. This process is vital for maintaining accurate financial records and ensuring that all client payments are properly accounted for. The steps are as follows:

1. Navigate to Web Pack > Data Entry > Client Receipt.
2. Select the client from whom the payment has been received.
3. Click on New Receipt to begin a new receipt entry.
4. Enter the Receipt Name for identification purposes.
5. Enter Payment Details
   • Amount – Enter the amount received.
   • Payment Method – Select the payment method (e.g., cash, cheque, credit card).
   • Reference – Enter any reference details for the payment.
6. Allocate the payment to the appropriate invoices.
7. Ensure that the total allocated amount matches the received amount.
8. Review all entered details for accuracy.
9. Click Confirm to finalise the receipt entry.
10. Verify all information is correct.
11. Click Submit to update the financial records.

For more detailed information, please refer to the Web Pack > Data Entry > Client Receipt article.