Biz School

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  1. Welcome to Bizuno-U
  2. FAQs
  3. Quick Start
    1. Installation
    2. Configuration
    3. Your Dashboards
    4. Your First Product
    5. Your First Purchase
    6. Your First Sale
  4. Working With Bizuno
    1. Navigation
    2. Dashboards
    3. Currencies
    4. Locale
    5. Settings
  5. Users Guide
    1. Customers
      1. Manager
      2. CRM Manager
        1. Promotion Manager
      3. Sales Manager
        1. Request for Quote
        2. Sales Order
        3. Sale
        4. Credit Memo
      4. Prices
      5. Amazon Interface
      6. Order Fulfillment
      7. Returns Manager
      8. Reports and Forms
    2. Vendors
      1. Manager
      2. Purchases
        1. Request for Quote
        2. Purchase Order
        3. Purchase
        4. Vendor Credit Memo
      3. Prices
      4. Reports and Forms
    3. Inventory
      1. Manager
        1. Accessories
        2. Attributes
        3. Images
        4. Options
        5. Vendors
      2. Assemblies
      3. Adjustments
      4. Build Manager
      5. Inventory Bulk Edit
      6. Receiving/Inspection
      7. Reports
    4. Banking
      1. Customer Receipts
      2. Customer Refunds
      3. Vendor Payments
      4. Vendor Payments - Bulk
      5. Vendor Refunds
      6. Account Register
      7. Cash Reconciliation
      8. Reports and Forms
    5. General Ledger
      1. GL Manager
        1. Intuit Online Payroll
      2. Budgeting
      3. Reports and Forms
    6. Quality
      1. Document Control
      2. Quality Manager
      3. Maintenance Manager
    7. Tools
      1. Shipping Manager
      2. PhreeForm - Reports/Forms
      3. OpenCart Interface
      4. PrestaShop Interface
      5. WooCommerce Interface
      6. Google Interface
      7. Image Manager
      8. Translator Assistant
      9. Import/Export
      10. Backup/Restore
    8. My Business
      1. Profiles
      2. Employees
      3. Fixed Assets Manager
  6. Administrators Guide
    1. Module Settings
      1. Bizuno Settings
        1. Linking Your PhreeSoft.com Account
        2. SMTP Configuration
        3. Creating a New Store
      2. Contacts Settings
      3. Inventory Settings
      4. Payment Settings
      5. PhreeBooks Settings
      6. PhreeForm Settings
    2. Extension Settings
      1. Multi-Store Extension
      2. Service Builder - Job Templates
    3. Security
      1. Data Encryption
    4. Roles
    5. Users
    6. Maintenance
      1. Protecting Your Business Data
      2. Backing Up Your Data
      3. Restoring From a Backup
    7. Reloading and Importing Reports and Forms
    8. Using Barcode Scanners
    9. Importing and Exporting
      1. Importing Contacts – Customers and Vendors
      2. Converting from Another App
      3. Converting from PhreeBooks
  7. Advanced Topics
    1. The Bizuno Journals
    2. Working With Taxes
    3. Fixing Trail Balance is Out of Balance Errors
    4. Editing Reports and Forms
    5. Entering a Vendor Deposit
    6. Entering a Customer Deposit
  8. Tutorials
    1. Mastering Price Sheets
    2. Installing the Bizuno/WooCommerce Interface
    3. Translating Bizuno
  9. Technical Stuff
    1. Developer Information
    2. Bizuno API
    3. Adding New Themes
  10. More Resources
    1. Glossary
  11. Confirm Shipments
  12. Downloading Orders
  13. Reconciling Payments
  14. Uploading Inventory

Customer Receipts #

When a customer submits a payment for an outstanding invoice, the banking receipts function is used. 

This procedure covers payments via check, eft, or other method from a single customer. Receipt Ref Numbers are automatically generated by the system (but can be over-ridden) to group deposits together. Deposit reference numbers can be duplicated in the system. 

Understanding the Sales Receipts Manager

Sales Receipts Manager Tool Bar

Sales Receipts Action Bar

Understanding the color codes

Entering a Sales Receipt Intro (with links to individual pages)

Editing an entry (with links to individual pages)

Deleting an entry (with links to individual pages)

Receiving Payment from a Customer

  1. Select Banking->Customer Receipts .
  2. Enter the Customer ID or press the open icon next to the Customer ID field. A popup will appear only displaying the customers with outstanding invoices. 
  3. Select the customer that you received a payment from. The popup window will close and fill in the list of outstanding invoices on the Pay Bills form.
  4. Check the Pay box of the invoices you wish to pay. Adjust the discount as necessary. 
  5. Enter a Reference Number in the Reference field.
  6. Enter the check number in the Deposit Ticket ID field.
  7. Enter the date of the check (default is today).
  8. Change the cash and discount accounts if necessary.
  9. Select the Payment Method from the pull down menu. Fill in any necessary payment information.
  10. Either Save or Print the payment. Saving is typically used for payments received where no receipt is necessary whereas printing is typically used for when a receipt is necessary (such as POS). The payment will be posted to the general ledger. 

To pay a bill via EFT, credit card, and other non-check methods 

  1. Follow the procedure above, except enter an unique Payment Ref that identifies the payment. Select the correct account and post the payment by clicking the Save icon.

Related Topics

Voiding a Receipt 
Editing a Receipt 
Deleting a Receipt 

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