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Juhend HansaWorld Enterprise'i versioonile 8.5  

Create Menu - Invoice - Receipt

This page describes the 'Receipt' function on the Create menu in the Invoice record window. If you are using iOS or Android, the 'Receipt' function is on the + menu.

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The 'Receipt' function allows you to create a Receipt from an Invoice. This Receipt will record the receiving of a payment against the Invoice from the Customer.

Before you can create a Receipt from an Invoice, you must mark the Invoice as OK and save. Then select 'Receipt’ from the Create menu (Windows/macOS) or + menu (iOS/Android). The following window will appear, in which you can create a new Receipt:

A new record will be opened in a window entitled 'Receipt: New'. This means that it has not yet been saved. The new Receipt will contain the following default values:

• The Trans. Date in the header and the Pay. Date in the row will be the current date.
  

• The Payment Mode will be the first Payment Mode listed in the Payment Modes setting.
  

• The Receipt will contain a single row in which the Bank Amount and Received Value fields contain the full outstanding value of the Invoice. The Bank Currency will be the Currency specified in the Payment Mode Account, or Base Currency 1. The Received Currency will be the Invoice Currency.

After amendment if necessary, save the record in the Receipt register by clicking the [Save] button (Windows/macOS) or tapping ‚àö (iOS/Android) in the Button Bar. You can then close it using the close box (Windows/macOS) or by tapping < (iOS/Android). Alternatively, if you no longer require the Receipt record, click [Cancel] or tap <. In either case, you will be returned to the Invoice window.

If you want to prevent particular users from creating Receipts from Invoices using this function, assign them to an Access Group in which you have denied access to the 'Invoice to Receipt' Action.

Please refer here for full details about the Receipt register.

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The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

• Inspecting Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu
  

• Create menu, including:
  
  • Workflow Activity
    

  • Cash In
    

  • Credit Note
    

  • Credit Agreement
    

  • Contract
    

  • Correction Invoice
    

  • Debit Note
    

  • EDI Invoice
    

  • Email
    

  • Instalment Receipts
    

  • VAT Correction S/L
    

  • Add Customer
    

  • Add Item
    
    Receipt
    
    
  • Row menu
  Go back to:
  
  • Home page for Sales Ledger manual
    

  • Home page for Standard ERP manual

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