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Accounts receivable

Enter receipts

  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
     (or press
    Ctrl+R
    ).
  2. Select the
    Entry
     tab.
  3. Choose a
    Control Date
    .
  4. In the
    Bank Account
     field, choose the account to which the payment will be deposited in the next open row.
  5. Enter the
    Date
     of the receipt.
  6. Choose the
    Client
    .
  7. Choose the payment
    Type
    :
    • ACH
      : Electronic Funds Transfer
    • CA
      : Cash
    • CC
      : Credit card
    • CHK
      : Check
  8. Enter the check number or other reference in
    Ref Number
    , if needed.
  9. Enter the
    Amount
     of the receipt, then press
    Enter
    .
  10. If you chose
    ACH
     (Electronic Funds Transfer), choose the bank account for the client.
  11. If you chose
    CC
     (Credit Card), select the credit card for the client or use
    Manual entry/swipe
     to enter the card information into Payment CS.
  12. In the
    Applied Amounts
     screen, enter the amount to be
    Applied
     to each outstanding invoice, then select
    OK
    .
  13. Enter a
    Comment
     about the payment if needed. 

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Accounts Receivable

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