Receipt-create new

Menu: Sales → Receipt → + New

Manage Receipts

Open Sales → Receipt. The list shows Customer, Receipt Code, Date, Amount, and Status. Filter by date range, Customer, and Status, and use Keyword Search. Click + New to start a receipt.

Sales → Receipt records money received from a customer. A New receipt starts with customer, date, reference, and empty payment and invoice allocation sections.

Start the receipt workflow before payments are entered and applied to invoices.

Special features

• Customer, date, Ref No., status New, Confirm Receipt.
• Payments table (empty until lines added).
• Pending Invoices with total due (for example 7,846.00).
• Invoices allocation area and Amount Applied / Remaining summary.
• Save, Save & Return, Delete.

Workflows

Staff pick the customer first, then add payment lines, then move pending invoices into the allocation grid.

Steps

1. Open Sales → Receipt and click + New (or equivalent).
2. Select Customer (for example Aariyathilaka AMP).
3. Set Date and note Ref No. (for example R-100942).
4. In Payments, click + Add and enter method and amount.
5. From Pending Invoices, click Add + on rows to allocate.
6. Enter Paying Amount per invoice in the Invoices section.
7. Click Save; use Confirm Receipt when totals match (see Receipt-allocation).

Validation rules

Rule	Detail
Customer	Required
Ref No.	Must be unique per your numbering rules
Total payment	Must equal amount applied before confirm
Paying amount	Cannot exceed invoice due per row
Status	Stays New until Confirm Receipt

New receipt R-100942 with pending invoice total 7,846.00.

A new receipt is correct when customer, payment total, and invoice allocation all align before confirmation.