Receivings: record and track received amounts

Keep a receiving record with payer details, staff history, and a printable slip.

Step by step

1. 1

   Enter the Amount and Paid by details in the receiving form.

2. 2

   Choose an optional Reference customer and add Notes explaining the receiving. Submit the form after checking the amount and payer.

3. 3

   Use Receiving history to search records and review the receiving number, received-by user, status, and update history.

4. 4

   Use Print receiving receipt for a copy of the receiving slip.

5. 5

   If your role permits editing, update the record or choose the appropriate Received or Clear status. Review any deletion confirmation; deleted rows remain in history.

See it in the workspace

Actual portal screens. Private values are hidden where needed. Open an image to see it at full size.

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