Receipt Tab

---

Use the Receipt tab to receive payments in CRM. The payment is processed through Greentree Desktop 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 — for example, 1 = Cash. Selecting the payment method enables the payment detail fields. Enter payment detail and process the transaction.

Print a receipt by clicking the Hot Print button.

Note: 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 list. This field is mandatory if your Greentree Desktop access level allows entry to the Cash Management module.

Posting Date

Enter the date that payment is processed. 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 list. Depending on the receipt type selected, you are prompted to enter payment details such as cheque account.

Receipt Type is required if an amount is entered on the Receipts tab.

Amount Tendered

Enter the payment amount received.

Amount Change

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

Barcode

Use this option to scan and identify the inventory item. The barcode is validated with the barcode entered for the inventory item. Click the Options button on the Inventory Item Maintenance form. This field is also determines the receipt type.

Enter the number of the receipt type you require, displayed below the Barcode field. The required receipt detail fields displays.

---