How to create a receipt

Hi,

Thanks for contacting Clear Books support.

To create a receipt on Clear Books please head to Money > Manage money and fill in the form for a money in transaction. Click Explain, fill in the required details and then click on the Add transaction button to complete. This will create your receipt as a REC prefixed invoice on the Sales > Invoices > Paid menu.

If you do not want the receipt to affect your sales ledger then you will have to create a journal instead by heading to Tools > Journals > Create.

All the best,

Vanish

Could you please run through the process of creating a journal to act as a receipt; in order to create receipts without affecting the sales ledger. (as mentioned above). Many Thanks, John

Hi John,

You will need to create a journal to Dr Bank and Cr Revenue (or any income account you decide appropriate - it's best to check with an accountant if you are unsure):

Is there a way to get a receipt for part payment of an invoice?

Hi Carol,

I am afraid that this is not a feature. My apologies.

All the best,

Mohamed.