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Debtor Maintenance - Receipts tab

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  • Created by Former user, last modified by Former user on Mar 07, 2017
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You can list and view all payments made to accounts by the debtor.

 Opening the Receipts tab

To open the Receipts tab:

  1. Select Module > Debtors > Debtor Maintenance from the main menu.
    Tip: You can also access the debtor functions by clicking .
  2. Search for the debtor. See Searching for debtors.
    The Debtor tab of the Debtor Maintenance window is displayed.
  3. 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.
The Debtor Transaction Allocations window is displayed.

Allocate the payment to specific charges.
The Allocate Transactions window is displayed.

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