Receipts

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Use Receipts to receive payments in CRM. The payment is processed through Greentree Financials when the Counter Sale is converted to an Invoice when you click the Finalise button.

You must indicate the Payment Method in either the Finalise or Barcode field. The Payment method is identified through the numbering system displayed on the Base form, example: 1 = Cash. Selecting the Payment Method results in the required payment detail fields being displayed. Enter Payment detail and Process the transaction.

The physical Receipt can be printed using the Hot Print button. The Receipt is generated using the default Receipt form selected. The default Receipt form is set at system level: System: CRM > System > Module Control > Counter Sales tab. The Printer defined in User Preferences, are used: System > Utilities > User Preferences > CRM | Print Forms tab.

Receipts on Counter Sales cannot be processed if the Customer is of type Balance Forward.

Bank

Select the Bank Account to receive the Deposit from the dropdown list. The list contains all the Account values entered in Greentree Financials. This field is compulsory if your Greentree access level allows entry to the Cash Management module.

Posting Date

Enter the date that payment will be processed in Greentree Financials. This is a required field, if an amount is entered on the Receipts tab.

Amount Received

Enter the amount received, in decimal format.

Receipt type

Select the type of receipt from the dropdown list. The list of available receipt types is obtained from Greentree Financials. Depending on the Receipt Type selected, you will be prompted to enter payment details such as Cheque account.

Receipt Type is required if an amount is entered on the Receipts tab. If using the Counter Sales module, the Receipt Type can also be selected through entry in the Finalise or Barcode field. The number required per Receipt Type displays on the right hand side of the form, just below the Barcode field.

A Module Control option for Cash Receipts are available which opens the Cash Drawer Port.

Amount Tendered

Enter the Payment Amount received.

Amount Change

This field is automatically calculated based on Amount Received (total of Counter Sale) - Amount Tendered (Payment Amount).

Barcode

The Barcode field is used to scan and identify the Inventory item. The Barcode is validated against the Barcode entered for the Inventory Item in Financials. Click the Data Entry > Inventory > Inventory Item Maintenance > Options button. This field is also used to determine the Receipt Type. Enter the number of the Receipt Type you require, displayed below the Barcode field. The required receipt detail fields displays.

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