---
title: Invoice/Cash Receipt
slug: invoicecash-receipt
icon: 📃
docTags: 
createdAt: 2024-12-10T15:21:16.365Z
---

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.

### Note: 

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

- Inventory Lines
- Credit Memos
- Negative line items
- Recurring Invoices
- Applying Credits, Payments or Retainers



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## Customer Information

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.

## Payment Information

### Bank Account

Select a Bank Account, Payment Type and associated payment information

## Invoice Lines

Enter required information to define the invoice lines.