Receipts

Receipts used for receiving payments for a particular item.

CAPTURING ASSETS CATEGORIES

Figure 8.3.1 Adding a New Receipt

Figure 8.3.2 Viewing or Printing Receipt(s).

Figure 8.3.3 Editing Receipt(s).

Figure 8.3.3 Deleting Receipt(s).

STEPS TO ENTER AND MANAGE A RECEIPT

Adding a new Receipts

You can add a new Receipt by clicking on the new button on the toolbar
On click a window appears as shown in Figure 8.3.1
To add data type the fields data into the form and click on save button.
Receipts from the sales are added to the receipts list from the CRM- sales tab.

Viewing receipts made

You can view all registered Receipts by clicking the 'Receipts' tab on the rightside menu so that a list as shown in Figure 8.3.2 appears.

Searching a receipt

You can search a category based on whom it has been received from by typing the search criteria on top of the 'Received From' column.

Deleting or editing a receipt

To Edit

Double click on the receipt you wish to edit.
On Click on a pop up window appears as as shown in Figure 8.3.3 with a save and post button.

Make the changes you wish to on the Receipt details
Click on the save button to save the changes made on the Receipt.

To Delete

Open the customers module.

Click sales tab and select the sale associated with the receipt you want to delete.

Unpost the sale then reopen it.

Click delete then confirm on the dialog box that appears. On refreshing the receipts tab the intended receipt has been deleted.

Posting a receipt

You can Post a receipt by clicking on the 'Post' button under the receipt button.