Navigation: Clients > Receipts


When adding a receipt, Pet Sitter Plus will try to automatically allocate the payment to any outstanding invoices. If an invoice hasn't been created yet, the payment will be held as cash on account.

 

Receipting payments can be carried out from the outstanding invoices report, or you can add receipts directly into the client's account as this method has more functions available to choose which invoice to allocate the payment to. 

 

In this section you will learn how to receipt a payment on a client's account.


Step 1: How do I Receipt a Payment?

 

Tammy has received a cash payment from "Test Client Adams" to pay for their outstanding invoice for $210.00. Tammy now needs to receipt this payment so that the client's account balances. 

 

1. Navigate to the client record for "Test Client Adams", and click the "Receipts & Refunds" option.

 

2. Note that the client's outstanding debt of "210.00" is displayed in the sidebar which contains a 'snapshot' of the client's account.

 

3. Click "Add New Receipt".

YOU WILL LEARN HOW TO:

 

  • Add a Receipt

For Further Help:
 
Clients
Orders
 
For Further Help:
 
Clients
Receipts
 

4. Enter the amount "210.00" in the "Amount" field.

 

5. Choose "Cash" from the dropdown for "Receipt Type".

 

6. Toggle the switch to ON for the "Email Client" option. The "Receipt" email template is automatically pre-configured for you.

 

7. Click "Add Receipt".

8. On the client's order the invoice is now marked as "Paid" and you can see the amount showing paid is "210.00".

 

9. The outstanding amount in the sidebar has now changed to a NIL amount.

This tutorial demonstrates a simple receipting scenario within Pet Sitter Plus. To gain a greater understanding of the options available when you are ready to learn more, you can take a look at more complex issues for changing how amounts are allocated to invoices and working with unallocated receipts in Understanding Unallocated Receipts.

Congratulations! You have completed this stage.

 

To move forward to the next step, click the link below and then choose the next step:

 

< Step 9: Accounts Receivable < 9-2 Receipt a Payment

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