Understanding Receipts in Indecab

What is a receipt?

A receipt is created to record a payment received from customers. You can record a payment received against,

1 - A specific invoice

2 - Multiple invoices

3 - An advance payment

4 - An on account payments received

To get started go to Operations - Receipts - click on Add New Receipt

1- Customer Group:

If you are creating the receipt for a customer that has been grouped under a customer group, choose the customer group name here

2- Customer:

Select the customer you are creating the entry for

3- On Account:

If the customer has done a bulk payment you can mark the payment as ‘On Account’

4- Receipt Number:

This number is auto-generated. To enter receipt number manually, go to Me- Business settings - Billing - Set Receipts date & numbering to manual

5- Receipt Date:

Enter the date on which you are creating the entry

6- Is Advance:

If the customer has done an advance payment against a booking or invoice you can mark it as ‘Is Advance’ entry

7- Invoices:

Once you select the customer you will see a list of invoices. You can select the invoice here and record the payment against it.

8- Description:

Under this you will see the sections Payment received, TDS Deducted, Adjustments, Bank charges. These columns will be automatically filled if you are creating an entry against an invoice. For On Account and Advance payments you can enter the amounts here.

9- Receipt attachment:

In case of any attachments to the receipt you can upload it here for your records

10- Comment:

Any internal comment for this receipt can be mentioned here

11- Payment mode:

Select the mode of payment

12- Received in Bank:

Select the bank details created as company profile in which you have received the payment

13 - Bank Credit Date:

Enter the date on which the payment was deposited in your account