- 01
Open Customer Receipts
Create a new receipt and select the customer.
- 02
Choose bank/cash and date
Select the actual receiving account and receipt date.
- 03
Enter the amount
Enter the amount and currency details exactly as received.
- 04
Allocate invoices
Apply the receipt to the correct outstanding invoices. Leave a genuine advance/unallocated amount only when intended.
- 05
Post and verify
Post the receipt and review the customer ledger/ageing to confirm the allocation.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.