Enter a Sales Receipt

Before you can perform this task  

Select a task based on the method of payment when you record a sales receipt:

Enter a sales receipt for a payment made in cash

1. Create a new receipt. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Receipts icon and select Create Receipt from the menu.
2. In the Paid By box, select Cash from the list.
3. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount. If you are receiving payment from a foreign customer, you can accept or change the exchange rate that Sage Simply Accounting takes from your exchange rate table.

5. Print or e-mail the receipt:
6. To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
7. To e-mail the receipt, on the File menu choose E-mail.
6. (Optional) Review the details of a receipt during its preparation.
7. Click Process.

Enter a sales receipt for a payment made by cheque 

1. Create a new receipt. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Receipts icon and select Create Receipt from the menu.
2. In the Paid By box, select Cheque from the list.
3. Provide the payment details.
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount. If you are receiving payment from a foreign customer, you can accept or change the exchange rate that Sage Simply Accounting takes from your exchange rate table.

5. Print or e-mail the receipt:
6. To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
7. To e-mail the receipt, on the File menu choose E-mail.
8. (Optional) Review the details of a receipt during its preparation.
9. Click Process.

Enter a sales receipt for a payment made by credit card 

1. Create a new receipt. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Receipts icon and select Create Receipt from the menu.
2. In the Paid By box, select the customer's credit card company from the list.
3. Provide the payment details.
   
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

4. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
5. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount. If you are receiving payment from a foreign customer, you can accept or change the exchange rate that Sage Simply Accounting takes from your exchange rate table.

6. (Optional) If you have set up a merchant account, click Process Credit Card.
1. In the Credit Card Information window, make sure the billing information is correct.
2. Select the method of authorization:

If you want to do this:	Do the following:
Enter an authorization code manually	Select Enter Authorization Code Manually and type the code in the Authorization Code box.
Generate a new authorization code	Click Charge. In the Sage Exchange module, verify and submit the customer's billing information. After the authorization is complete, in the Credit Card Information window, click Print Receipt to print an authorization receipt.

3. Click OK to return to the transaction window.

Note: If the sales invoice has already been prepaid in full with a credit card, change the Paid By box to a non-credit card payment method.

7. Print or e-mail the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To e-mail the receipt, on the File menu choose E-mail.
8. (Optional) Review the details of a receipt during its preparation.
9. Click Process.

Enter a sales receipt for a payment made by pre-authorized debit (PAD) 

1. Create a new receipt. How?
   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Receipts icon and select Create Receipt from the menu.
2. In the Paid By box, select Pre-Authorized Debit (PAD).
3. In the Deposit To box, select the bank account into which the pre-authorized debit will be deposited.
4. In the PAD No. box, enter a payment reference number for this pre-authorized debit transaction. This number will also be used to identify this transaction when you upload the debit file to your direct debit service provider.
5. Provide the payment details.
   
   

In this area:	Enter the following information:
Received From	Select the customer that is making the payment.
Date	Enter the date on which you received the payment. This date is recorded as the transaction date.

6. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
7. Select the transaction to which you want to apply a payment and enter the following details.
   

In this area:	Enter the following information:
Discount Taken column	Type the amount of any available discount you are giving for the selected invoice, or click in the column to enter the full discount.
Amount Received column	Enter the amount you have received toward the selected invoice, or click in the column to enter the full amount. If you are receiving payment from a foreign customer, you can accept or change the exchange rate that Sage Simply Accounting takes from your exchange rate table.

8. Print or e-mail the receipt:
• To print the receipt, on the File menu choose Print. You can also choose Print Preview to preview the form before you print it.
• To e-mail the receipt, on the File menu choose E-mail.
9. (Optional) Review the details of a receipt during its preparation.
10. Click Process.

What do you want to do?

Customize columns in the Receipts window

Adjust a sales invoice

Learn about exchange rates