Choose the right receipt or payment

Know which screen to use for money coming in or going out.

Step by step

1. 1

   Use Customer Receipts for money received from customers, including invoice settlements.

2. 2

   Use Customer Payments for money paid back to customers, including refunds.

3. 3

   Use Vendor Receipts for money received from suppliers, such as rebates or returned overpayments.

4. 4

   Use Vendor Payments for money paid to suppliers.

5. 5

   Select a cash or bank account when appropriate so the transaction records the matching account movement.