Sales receipts

Menu: Sales → Receipt

Receipts record money received from customers against sales or on account. They update customer balance and may feed Admin → Wallet.

Special features

• Receipt sub-tab under Sales.
• List: receipt ref, customer, date, amount, allocation status.
• Detail: customer, payment method, amount, allocation to invoices.
• Links to Receipt create, Receipt allocation, Receipt payment alert.

Workflows

Steps

1. Open Sales → Receipt.
2. Find the customer receipt or click + New.
3. Enter amount and payment details on the detail screen.
4. Allocate to open invoices—see Receipt allocation.
5. Save and verify customer balance and wallet entries.

Validation rules

Rule	Detail
Customer	Required
Amount	Must be positive unless your site allows credits
Allocation	Sum allocated cannot exceed receipt amount

Manage Receipts

Manage Receipts — list view

The receipt list shows all customer payments. Use search and date filters to audit collections for a period.

Receipt Details

The receipt detail screen shows customer, payment amount, date, and lines allocated to sales invoices. Complete allocation before closing the period.

Related pages

• Receipt create — create a new receipt.
• Receipt allocation — match receipt to invoices.
• Admin wallet — wallet ledger entries.