To record money received, click “Money In” in the Admin Main Menu. This will then take you to a list of all receipts recorded thus far. Click “New” to add a new receipt.
The Money In form is divided into two parts:
- The top part of the form is where you enter the basic details of the receipt, such as Date and where you paid the money into.
- The second part of the form is where you add the specifics of the receipt. I.e. you assign bits of the total to outstanding invoices etc. Notice that (as with invoice creation) you do not have to enter the receipt total. This is calculated automatically from the totals of the items in this part of the form.
- Money In
- Payment Type
- Assign to Invoice
- Your Ref
- Net VAT Gross
- Attach scanned document
When you have finished, press save.