You can list and view all payments made to accounts by the debtor.
Opening the Receipts tab
To open the Receipts tab:
- Select Module > Debtors > Debtor Maintenance from the main menu.
Tip: You can also access the debtor functions by clicking .
- Search for the debtor. See Searching for debtors (on page ).
The Debtor tab of the Debtor Maintenance window is displayed.
- Click the Receipts tab.
The Receipts tab of the Debtor Maintenance window is displayed.
Debtor Maintenance - Receipts tab key fields and buttons
Fields
Field |
Description |
Include Zero Receipts |
Select to display zero-value receipts. |
Grid area fields
Field |
Description |
Date |
The date the payment was received. |
Receipt No |
The receipt number of the payment. |
Amount |
The amount of the payment. |
Allocated |
The amount allocated to charges. |
Transaction Description |
A description of the receipt transaction. |
Statement |
The statement the receipt belongs to. |
Posting |
The posting the receipt belongs to. |
Source |
The Synergetic program that the payment originated from. |
Seq |
A unique identifier for the payment. |
Buttons
Button |
Description |
|---|---|
|
Display receipts on screen. |
|
View the charges the payment has been allocated to. |
|
Allocate the payment to specific charges. |