In this guide, we will show you how to post a Sales Income Receipt once payment has been received in the bank.
Access: The minimum permissions required to carry this out are found in the Finance Module of Config>Setup>Roles & Permissions.
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From the left Menu, go to Finance>New Entry>Sales Income Receipt.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/s76DdOSh-image.png)
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, your Sales Invoices will appear in the table underneath.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/h4-768x277.png)
If your Income matches all the lines, simply press Post & Allocate.
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If one has not been paid, delete the line by clicking the rubbish bin icon at the end of the row.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/h6.png)
A Print / Dispatch Sales Receipt notification will pop up, as well as a success notification.
Dispatch – Here you can email the document straight to the customer
Print – Print a copy to had to customer or send is no email address is available.
Press the x to close the Print / Dispatch box.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/xsJtHSnb-image.png)
Your Allocations Box will then appear.
Select the Allocation, select the required item(s) and press Allocate.
![](https://d3kchveacp7yrb.cloudfront.net/2022/11/h9.png)
Once you are done, close the Allocations box.
This will bring back to the Sales Income Receipt page for the next transaction.