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Creating receipts

Every instance of revenue to the district should be recorded as a receipt. When you create a receipt, you can provide information such as who gave the money (customer), how it was received (type), and exactly why the money was received (line items).

To create a receipt:

  1. Go to Financials Main > Accounts Receivable > Receipts
  2. Create Receipt
  3. Enter the required information
    • Date
    • Number
    • Type
    • Line Item(s)
  4. If “Create Transactions for Receipts” is enabled, enter a Balancing Account, which will be credited immediately, and then debited when the deposit is made.
  5. If available, you may check Create Deposit to record the deposit right away. If not, you can record the deposit later.
  6. Save