When credit customers pay back a certain amount against outstanding invoices, you need to acknowledge their receipts and update the balance due to them. For this, you need to enter the received payment on the Customer Receipt screen.
To access the screen, from the main menu select Accounts>Customer Receipt.
Recording customer Payments
Records tab is the default screen for Customer payments. If you want to record a new payment click the New button on the top right-hand side.
In the Receipts tab, from the customer name field, select the customer whose payment you want to record.
The system will generate a Receipt No. for the current payment.
Enter the received amount in the Receipt Amount field.
The system will show the current date as the payment date. You can change it.
In Nimbus cloud retail software, you can receive payments in the following three modes:
From the Payment Type drop-down, select the mode of payment.
- Credit Card (select credit card from drop down menu)
- Bank Transfer (Enter details in Check details fields)
The Ledger Details section will show details of customer ledger:
Opening Balance fields shows the opening balance defined on Customer Definition screen.
Total Sales field shows the total amount of sales made by the customer till the current date.
Received Amount field will show the total received amount from the customer till the current date.
The balance Receivable field shows the current receivable balance.
Printing Customer Payment Receipt
To generate a customer payment receipt, go to the Records tab and select that record you want to print the receipt of by double-clicking it. On double-clicking, it Receipts tab of the selected customer will open up. Click the printer icon at the bottom of the screen to print the customer receipt.
The system will generate a receipt for the customer. You can either print or email it.
Deleting/Updating a Customer Payment Record
To delete or update a customer payment record, from the grid select the payment record you want to delete or update.
Update and Delete buttons will be activated.
Make the required changes and click Update. Or simply click Delete if you want to delete a record.
Remember: On this screen, only payments made against credit sales are recorded. If a credit customer pays in cash (in such cases, cash mode will be selected on the sales and return screen), the payment will not be entered here. Such cash payments are picked by the system as Cash sales and are reflected as such on Account Transaction and Shift Management screens.