Invoice/Cash Receipt

The Invoice/Cash Receipt form serves the purpose of simultaneously entering a Customer Invoice and payment record. This form streamlines the tasks of entering an Invoice and processing a payment by consolidating them into a single screen.

Due to the combination of two separate records in the form, it is currently not feasible to save future transactions or view them in a grid format. Once the form is completed, the Invoice will be stored in the Invoices section, while the associated payment will be stored in Cash Receipt.

The Quick Bill/Check form does not support the following features (if needed you should use the Voucher Entry form)



cyping part of the customer ID/Name and the customer defaults will be entered on the screen. Select or edit any of the customer information on the form.

Select a Bank Account, Payment Type and associated payment information

Enter required information to define the invoice lines.