Understanding Receipt Management

This module keeps a record of all the payments received and pending payments to be received. There are two sub modules under Receipt


Making a Receipt Entry

This page shows all the details of payments received. It shows the category under which the payment falls, the date and the payment method details. To record a new payment:

Navigate to Left Menu > Finance > Finance.

This will take you to the next page. Select Receipt option from the left menu.  

Click on the plus button in the top right corner. Open Receipt Entry. 

Enter the date and the vendor from whom the payment is received.

Select the payments received if there are many bills under one vendor and click save.

Select the Type of Ref: which indicates if the payment is made on account, in advance or against a bill.

Enter the amount received.

Enter the bank in which the amount is deposited and select the mode of payment.

Enter the cheque and bank details if any.

 Enter the Deductions made if any.

Click on Save.


Pending Receipt

This sub Module has the list of all receipts that are pending from the clients.

The payments can be made by clicking on the Receipt button. 

The same Receipt Entry form as described under the Receipt Entry Module will be displayed. 

Enter all details and Save for recording the payment made.



Navigate to Settings > User Roles.

Select the employee you want to give Finance Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Receipt. Enable all the permissions related to Receipt.

Click on Save.


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