Difference between revisions of "Payments, Sales Receipt, Credits, and Deposits"

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Revision as of 15:43, 18 August 2015

Receiving payments, creating sales receipts, credits and entering deposits is done in the Billing module.

First, determine the account to which payments and receipts should be deposited. See Selecting Payment and Receipt Deposit To Account. If selecting that payments and receipts should be deposited in Undeposited Funds, you will also make a deposit transaction in ChamberMaster/MemberZone.

Note: Payments should be accepted when needing to pay off an invoice. Sales Receipts may be created when accepting money on a Cash Basis. Credits can be created ahead of time or at the time of payment.

Payments

When payment is received, you will enter a payment in one of multiple locations. The Billing Center tab is probably best suited for receiving multiple payments at one sitting. Locations to receive payments include:

  • Billing > Billing Center tab
  • Members > Account tab
  • Billing > Payments tab

The Payment Summary report will display payment transactions.

Sales Receipts

A receipt is created when accepting money on a Cash Basis. If you are receiving money to pay off an invoice, make sure to receive a payment instead of creating a receipt so the invoice can be marked as paid. The Sales Receipt Summary report will display sales receipts transactions.

How-to: Create a Sales Receipt

View the Sales Receipt Transaction Summary

From the Reports tab in the Billing module, click Sales Receipt Summary in the "Transactions" report section.

Credits

Deposits