Receipt Entry

Use this form to enter customer receipts.

Manually Enter an Unmatched Receipt

Enter the receipt amount into the AR Receipt Entry form, without matching the value to an original transaction. If you do this, when the receipt is saved, an unapplied transaction is created for the value.

Note: You can apply this to another transaction using the Apply Unapplied Transactions form.

Create a Receipt by Matching Against the Original Transaction(s)

Use the Items to Pay or Balance Forward forms in the AR Receipt Entry form to match received values against existing transactions. When you have selected the customer in the Receipt header, view the customer's current transactions on the Items to Pay tab.

You can:

• Select one or more transactions against which the receipt applies. Greentree Desktop assumes the value of the receipt is the same as the value of selected transactions.
• Edit the receipt value using the Items Paid form before saving the transaction. You cannot create a receipt for a value that is greater than the value of the selected transaction(s).
• Select transactions using an open item or balance forward view.

• Items to Pay (open item)
• Balance Forward
• Items Paid
• Items to Pay
• Receipt Header Detail
• Transaction Updates
• Apply Unapplied Transactions