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

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*[[How to Create a Sales Receipt]]
 
*[[How to Create a Sales Receipt]]
  
'''View the Sales Receipt Transaction Summary'''
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*[[Associated Sales Receipt Reports]]
 
 
:From the '''Reports''' tab in the '''Billing''' module, click '''Sales Receipt Summary''' in the "Transactions" report section.
 
  
 
==Credits==
 
==Credits==

Revision as of 19:56, 4 September 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.

Credits

Deposits