Entering a Receipt

Entering a Receipt

There are several ways to enter cash receipts, and one way is through the Receipt Entry screen.  The advantage of using this screen (rather than reviewing an order and then paying it from that screen) is it facilitates receipts that are more complex.  Receipts can be applied to individual lines, orders, or multiple orders.  Before users begin entering receipts, a batch for the receipts must already exist.

1. To enter a receipt; from the ribbon, under accounting, click Receipt Entry.

Receipt Entry Search

Users are able to search based upon the following:

• Search by Customer

• Search by Order

• Search by Receipts

2. Search for the appropriate customer and click Create New Receipt.
3. Select the Receipt Type.
4. Enter the Receipt Amount.
5. Click Automatically Apply to Order.
6. If users selected a credit card from the Receipt Type drop-down, the Credit Card Information fields are enabled.  Enter the information and click Authorize Credit Card.

7. If users selected check from the Receipt Type drop-down, enter the Check Number.

Note:  Check numbers are required by the AOA to enter payment.  If you chose a payment type of Check, you will be required to enter a check number.  This does not apply to Affiliates using Personify.

8. If necessary, enter the PO Number.
9. Click Save.