Create a Customer Receipt for a Sales Invoice

Overview

You can create a Customer Receipt directly on the Sales Invoice page.

Steps

Navigate to the Sales Invoice page. First, check the Payment Status of the invoice and then click Create Customer Receipt.

GoldFinch will check the following conditions:

• Document Status = Posted

• Pending Customer Receipt = blank

• Remaining Amount is not 0

Payment Date is defaulted to today’s date. You can edit the Payment Date if needed.

GoldFinch uses the Payment Date to calculate possible discounts.

Select the appropriate Bank Account or accept the default.

GoldFinch will create a new Customer Receipt.