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Customers and revenue providers

On a receipt, you may optionally choose to indicate where the money is provided from. For example, you can list the name of a grant, the organization paying you to rent facilities, a donation from a local business, etc.

To create a customer/revenue provider directly on a receipt:

  1. Go to Financials Main > Accounts Receivable > Receipts
  2. Create Receipt
  3. Next to the Customer field, click add
  4. Enter the Customer Name and optional contact information
  5. Save

The entire list of customers/revenue providers can be managed at Financials Main > Accounts Receivable > Customers and Revenue Providers. You may search for an existing customer to edit or create a new customer using the blue plus sign (+) in the upper-right corner.