Cash Receipts
How do I handle a returned check due to insufficient funds?
If the check has not been deposited yet In the event that you need to void a check your customer has given you, open the cash receipt document and then choose Generate > Void payment. This will open an offsetting journal entry in a new tab for you to ...
Applying Customer Credits
Under normal circumstances, cash receipts received by customers are applied automatically to the invoice if the cash receipt is generated from the invoice. In the case of Sales Order Prepayments, the prepayment is applied automatically to the ...
Cash Receipts
Overview A cash receipt document is used to record payments received in cash or through other payment methods like checks or electronic transfers. Properly creating and maintaining cash receipts ensures accurate tracking of payments and helps with ...
How do I know if a credit card charge I attempted was processed in Stripe?
To see if a Stripe charge has processed, click the Transactions Detail tab in the Cash receipt. If you see a Stripe transaction number, chances are the charge was successful! You can verify this by logging in to Stripe and looking at the customer's ...
How do I add the Sales Order number to the list of Cash Receipts?
To add the Sales Order number to the Cash Receipts List, click the Configure List button along the top and check the checkbox next to Sales Order. This will add a field to the list with the Sales Order number. Configuring the List View