How do I process a receipt?Thomas Butterfield
- Select the customer from the customer list and click on [Money In].
- A window will appear with a list of invoices for this customer. Click in the ‘Amount Received’ box and type in the amount. Click on [Save].
- If you would like to transfer your receipt to Cashflow Manager, tick the box that reads ‘Transfer to Cashflow’ and select the account. If you do not want to transfer the amount, do not tick this box.
- If the receipt has been added correctly click on [Save] in the bottom right-hand corner of the screen.
- Click [OK] and the receipt will be added.