All cash received pertaining to an accrued invoice MUST be posted on the invoices tab. If you are fully receiving the balance of an invoice, it can be processed on the Invoices tab.
To record the full cash receipt for an invoice on the invoice tab, select the invoice and click on the Receive Payments button. Enter the payment date (date the cash was received by the District) and optionally the check number related to the receipt.
Posting partial receipts to an invoice.
To post a partial receipt against an invoice, navigate to the invoice tab and search for the invoice that the receipt will be posted against. Click on the Edit button for the invoice to be brought to the invoice detail tab. Cash receipts (payments) will be recorded by clicking on the Receive Payment button.
Enter the amount of the cash receipt (payment) and the date the receipt will be posted to the Balance Sheet account and click on the record payment button.
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