In this guide, we show How to Post a Sales Income Receipt in MAT Finance once payment has been received in the bank.
Access: The minimum permissions required to How to Post a Sales Income Receipt are found in the Finance Module section of Config > Setup > Roles & Permissions.
To begin, from the left Menu, go to Finance > New Entry > Sales Income Receipt.
Once the page loads, complete the following fields: Customer, Site, Date, Receipt Total, Payment Type and Bank (BACS and Bank Transfer Payment Types only).
Once fields are complete, the Sales Invoices will appear in the table underneath.
If the Income matches all the lines, simply press Post & Allocate.
If one has not been paid, Delete the Line by clicking the Rubbish Bin Icon at the end of the row.
A Print / Dispatch Sales Receipt notification will pop up, as well as a Success Notification.
- Dispatch: The document can be emailed straight to the customer
- Print: Prints a copy to hand or send to the Customer if no email address is available
Press the X to close the Print / Dispatch box.
The Allocations Box will then appear.
Select the Allocation, select the required item(s) and press Allocate.
Once done, close the Allocations Box.
The Sales Income Receipt page is displayed, ready for the next transaction.