Cash Payment and Receipt Printing : Netvisor

This guide will assist you in a situation where a customer pays a sales invoice in cash. You will learn how to check and add the payment method, make a payment on the invoice, and print a receipt for the customer.

The following instructions are intended for situations where a customer pays a sales invoice directly in cash and is given a receipt for the payment.

There is a separate instruction page for the actual creation of the sales invoice.

You can check and add the payment method by selecting sales basic data and settings > payment method management.

This is the payment method management view where the payment method for cash payment is created.
The payment method is directed to the desired accounting account.
Give the payment method a descriptive name or edit an existing payment method.

You can make a payment on the invoice once the sales invoice has been created.

Open the sales invoice.
Select the sales invoice functions button.
Select add payment.

The payment is recorded by selecting the payment method created for cash payment.

In the account field, select the payment method created for cash payment or an already existing payment method (in the example below named “cash”).
Check that the payment date is correct.
Check that the amount is correct.
Select normal as the processing method if the customer pays the invoice in full.
Save the information.

After saving the payment, a payment for the cash payment is recorded on the invoice.

The invoice is normally taken to the dispatch process, where it is printed locally.
A voucher can also be created before the actual payment is made.

You can print a receipt for the customer once the invoice and payment are ready.

Open the invoice.
Select the sales invoice functions button.
Select print receipt.

The receipt print view opens by default.

In the view, you can change the receipt print language if necessary.
The generated pdf file can be opened in a new window.
Select the print button to print the receipt for the customer.

Frequently asked questions

Question: How do I check whether a payment method for cash payment has already been created for the company?

Answer: Check the payment method by selecting sales basic data and settings > payment method management, where the payment method for cash payment is shown or can be added.

Question: How do I make a payment on a sales invoice when the customer pays in cash?

Answer: Open the sales invoice, select sales invoice functions > add payment, select the payment method for cash payment, check the payment date and amount, select normal as the processing method if the invoice is paid in full, and save the information.

Question: When is a voucher created on the invoice for a cash payment?

Answer: A voucher is created when the invoice is taken to the normal dispatch process and printed locally. This can also be done before the actual payment is made.

Question: How do I print a receipt for the customer for a cash payment?

Answer: Open the invoice, select sales invoice functions > print receipt, change the print language if necessary, open the pdf file in a new window if you wish, and select the print button.

Question: Can I change the receipt print language before printing?

Answer: Yes, in the receipt print view you can change the print language before printing the receipt.

Keywords: Cash payment, payment method, sales invoice, payment, voucher, receipt printing

This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.

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