If you have outstanding invoices from a customer, you can easily record the received amount later. In this article, you’ll learn the available methods and how to issue a receipt voucher.
Ways to Receive Debit Amount from a Customer
From the Customers list – Web.
From the Invoices list – Web.
From the Cashier screen – Web.
From the Invoices list – Rewaa Cashier App.
🔗 For more details, click here.
Receive Debit Amount from the Customers list
Go to Sales & Customers > Customers.
Search for the customer by name, code, or phone number.
Click the ⚙️ icon.
Select Receive Debit.
Select the required invoice.
Enter the received amount (full or partial).
Select the payment method.
ℹ️ Note: To record the received amount through the cash register:
Enable Consider in POS Cash Management.
Select the location and the register where the amounts will be deposited.
Add notes if needed.
Click Receive Debit.
Receive Debit Amount from the Cashier screen (Web)
Go to Sales & Customers > POS.
Open the register > Invoices list.
Search for the required invoice.
Click the ⋮ icon in the Actions column.
Select Receive Debit.
Enter the amount and select the payment method.
Click Pay.
Receive Debit Amount from the Invoices list (Web)
Go to Sales & Customers > Sales Invoices.
Search for the required invoice.
Click the ⋮ icon in the Actions column.
Select Receive Debit.
Enter the received amount (full or partial).
Select the payment method.
ℹ️ Note: To record the received amount through the cash register:
Enable Consider in POS Cash Management.
Select the location and the register where the amounts will be deposited.
Add notes if needed.
Click Receive Debit.
Receipt Voucher
The receipt is issued automatically when the amount is received from the customer from the customer list (browser).
To print the receipt voucher:
Select the printer.
Click Print.
To save the receipt voucher as a PDF:
In the printer field, select Save as PDF.
Click Save.
The voucher will be saved on your device.
FAQs
1. Can I receive all outstanding amounts from a customer at once?
Yes, you can receive all outstanding amounts at once, provided the payment method is the same.
Select the checkbox at the top of the invoices list.
The total amount will appear automatically.
Verify the amount.
Select the payment method.
Click Receive Debit.
2. How can I check the amounts received during a specific period?
You can check amounts received from customers during a specific period via:
Reports > Sales > Customer Movement.
Select the date range.
In the “Transaction Type” column, choose Customer Receive Debit.
All transactions will appear.
3. Why doesn’t the received payment amount appear in the sales dashboard on the same day?
Because sales are recorded on the invoice issue date, not the payment date.
When receiving the debit amount from a customer, the amount is deducted from the total outstanding balance without affecting the sales of the payment day.