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 entering multiple payments at one time. Locations to receive payments include:
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When payment is received, you can enter a payment in one of three locations: the '''Billing Center''' tab or '''Payments''' tab in the '''Billing''' module, or the '''Account''' tab in the '''Members''' module.
 
 
#In the '''Billing Module:''' The '''Billing Center''' tab and the '''Payments''' tab.
 
#In the '''Members Module''' > The '''Account''' tab
 
  
 
*[[Receive Payments]]
 
*[[Receive Payments]]

Revision as of 16:02, 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 can enter a payment in one of three locations: the Billing Center tab or Payments tab in the Billing module, or the Account tab in the Members module.

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