Difference between revisions of "Payments, Sales Receipt, Credits, and Deposits"
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==Payments== | ==Payments== | ||
− | When payment is received, you will enter a payment in one of multiple locations. The Billing Center tab is probably best suited for | + | When payment is received, you will enter a payment in one of multiple locations. The Billing Center tab is probably best suited for entering multiple payments at one time. Locations to receive payments include: |
− | #'''Billing''' | + | #In the '''Billing Module:''' The '''Billing Center''' tab and the '''Payments''' tab. |
− | #'''Members''' > | + | #In the '''Members Module''' > The '''Account''' tab |
− | |||
The Payment Summary report will display payment transactions. | The Payment Summary report will display payment transactions. |
Revision as of 15:54, 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 entering multiple payments at one time. Locations to receive payments include:
- In the Billing Module: The Billing Center tab and the Payments tab.
- In the Members Module > The Account 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