Receive and apply cash from this page.


The following diagram shows the steps possible from the time you receive cash through marking an invoice as paid.

  1. The first step is to create a cash receipt. More detail can be found here.
  2. Next you can delete/void the cash receipt or continue the workflow by applying the cash receipt to one or more invoices. More detail can be found here.
  3. Once applied, a payment is created. From here you can delete the payment or approve it. More detail can be found here.
  4. Once a payment is approved, it can be voided to reverse the posted journal entries. In addition the cash receipt and invoice will be updated. 
  5. You can continue to apply cash receipts to invoices until the receipt is fully applied or the invoice is fully paid.

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