How to Create a New Receipt in the Receipt Book

Use the Receipt Book to record and post customer payments. This screen is accessible from multiple modules:

Service > Cashier > Receipt Book

or

Parts > Cashier > Receipt Book

or

Accounting > Accounts Receivable > Receipt Book

or

Sales > Miscellaneous > Receipt Book

Within the Receipt Book Screen:

1. Select [New] from the Action Ribbon.

Within the New Receipt:

2. Identify the customer using one of the following methods:

• Enter the Customer number in the first field.
• Type the customer's name in Last Name, First Name format in the second field.
• Click either magnifying glass icon to search for a customer using the Customer Search.
• Click the Customer hyperlink to create a new customer or vendor, or to add a one-time customer or vendor.

-or- Click on either magnifying glass to search for a customer using the Customer Search.

-or- Click on the Customer hyperlink to create a new customer or vendor, or add a one-time customer or vendor.

3. Select [Add Payment].

4. Click the Payment Type dropdown and select a payment type for the receipt.

5. Input the dollar Amount of the payment type.

6. Input a Reference if the payment type selected is a Check or an EFT.

7. Input an Account number, if different from the payment type’s default account.

8. Enter a Control if the selected account is a scheduled account.

9. Select [Save] in the Action Ribbon.

Once saved, the receipt is posted and a confirmation will appear. You can view or print the receipt from the Receipt Book screen.

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