Page Comparison

RECEIPT CREATION

CREATE A RECEIPT

• Go to Transactions/ Receipts
• Click on +Create
• Enter Details:
  • Receipt # (System will auto assign if left bank)
  • Date (System will auto assign if left bank)
    
  • Received From
    
  • Description
• Click on the + to enter line item details
  • Description
  • Type  (RC or RX)
  • Amount (If a negative amount be sure to preceed the amount with -)
  • Account  (When entering an account, partial codes can narrow the search (ie: 001-11-)
• Additional Items by either:
  • Clicking on the + at the bottom left to enter another item
  • Clicking the  to duplicate the previous line
  • Click the + within the receipt to add an item between already entered items
• Use the up and down arrows to change the order of the items entered
• Delete and item by clicking the x within the receipt
• Click on Save
• Click the X in the upper right corner of the work screen to close the window

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Receipts can be printed in a batch or one at a time

REFUNDS 

Create a Refund

• Go to Transactions/Refunds (Legacy)
• Click on +Create
• Enter Details:
  • Receipt # (System will auto assign if left bank)
  • Date (System will auto assign if left bank)
    
  • Create a check (Choose YES or NO from drop down menu)
    
  • Vendor # If YES you must enter a vendor #
    
  • Refunded to
    
  • Description
    
• Click on the + to enter line item details:
  
  • Amount
    
  • Description
    
  • Account (Same option here, as in classic, to search, create, view, and clear)
    
• Click POST
  

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