This is done once a client has made payments.

Steps

  1. Begin by logging into your account.
  2. From the main dashboard, locate “Client Invoicing” module
  3. Within the Client Invoicing module, find the Receipts section and click on “Issue Client Receipt”.
  4. A form will appear. Fill out each required field, including:
    • Client: Select the client for this receipt.
    • Date: Enter the date of receipt.
    • Mode of Receipt: Choose the payment method (e.g. cash, eft, bank transfer).
    • Account Type: Specify the account type.
    • Currency: Choose the currency received.
    • Description: Briefly describe the receipt purpose.
    • Amount: Enter the amount received.
    • Received From: Note who the payment was received from.
  1. After filling in all fields, scroll down and click Submit to issue the receipt.