This guide will assist you in a situation where a customer pays an 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 an invoice directly in cash and is given a receipt for the payment.
There is a separate instruction page for the actual creation of the invoice.
First, check if a payment method has been created for this purpose in the company. This can be done in the sales basic information and settings > payment method management section. Here, a payment method is created and directed to the desired accounting account. A descriptive name is given to the payment method, or an existing payment method can be modified.
Once the invoice is created, a manual payment can be made on the invoice from the sales invoice functions button. Select add payment.
Select the created or previously existing payment method for cash payment in the account section. In the example below, it is named cash. Check that the payment date and amount are correct and save the information. If the customer pays the invoice in full, the processing method is normal.
After this, a payment will be recorded on the invoice for this payment. The invoice is normally taken to the dispatch process, where it is printed locally. This creates a voucher for the invoice. This can also be done before the actual payment is made.
Then open the invoice and click the sales invoice functions button. Select print receipt.
By default, a view opens where you can change the receipt's print language if necessary or open the generated pdf file in a new window. The print button allows you to print the receipt for the customer.
Keywords: Cash payment, payment method, sales invoice, payment, voucher, receipt printing
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