Transactions & Reporting > Sales (Money In) > Customer Payments > Enter a Sales Receipt

Enter a Sales Receipt

Related topics

Customize columns in the Receipts window

Adjust a sales invoice

Learn about exchange rates

ClosedBefore you can perform this task

If you want to accept pre-authorized debit payments, sign up with Sage 50 Accounting and set up your company and customer for pre-authorized debit payments.

If you accept credit card payments:

  1. Create a new receipt.
    ClosedHow?
    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 payment method from the list.

    Note: If you select Pre-Authorized Debit (PAD), in the Deposit To box, select the bank account into which the pre-authorized debit will be deposited. 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.

  3. (Optional) If you want to use the same payment method for the next receipt, click the pushpin by the Paid By box.
  4. Provide the payment details.
    5. 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.
  5. (Optional) If you want to see this customer's fully paid invoices and deposits, click the Include Fully Paid Invoices/Deposits toolbar button .
  6. Select the transaction to which you want to apply a payment and enter the following details.
    7. 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 50 Accounting takes from your exchange rate table.
  7. (Optional) If you have set up a merchant account and are receiving a credit card payment, click Process Credit Card.
  8. Print or email 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 email the receipt, on the File menu choose Email.
  9. (Optional) Review the details of a receipt during its preparation.
  10. Click Process.

Published: June 19, 2017
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