The Receipts tab enables you to record funds received into your business's bank or cash accounts.
To manually create a receipt, click the New Receipt button.
Alternatively, you can import your bank statements, automatically generating new payments and receipts without manual entry. See Import bank statement for more information.
The Receipts tab contains several columns that help you manage and organize information about received funds:
Date: The date the funds were received.
Cleared: If the receipt is from a bank, this column shows the date it was processed as shown on the bank statement.
Reference: An optional reference number for the receipt transaction.
Received in: The name of the bank or cash account into which the funds were deposited.
Description: Notes or details describing the receipt.
Paid by: Identifies who made the payment (customer, supplier, or other individual) if applicable.
Accounts: Lists the accounts involved and assigned to the receipt—displayed as categories separated by commas.
Project: Associated project name(s). This column appears empty if the Projects tab isn't activated. See Projects for more information.
Cost of sales: Indicates how much cost was allocated for sold inventory items.
Amount: The total sum received.
Click on Edit columns to choose which columns appear.
For additional guidance, refer to Edit columns.