Description
Manage and view the Cash Receipts details from here:
Note: Before creating Cash Receipts, review the System Setting for the creation of an associated Journal Entry with an Unapplied Cash Account when the Cash Receipt is initially created. This is important for when Cash hits the general ledger and whether the cash receipt can be edited and deleted or only voided.
Tabs
Details
This tab has the full detail of the cash receipt. From here, you can review the status of the Cash Receipt and the unused amount of the receipt, along with the other information seen in the Cash Receipt table.
Actions available from Detail view:
Edit - Update Cash Receipt. (if in Created status and Journal Creation setting is OFF, see above)
Void - - Void Cash Receipt.
Delete - Delete Cash Receipt. (if in Created status and Journal Creation setting is OFF, see above)
Payments
This view shows all of the Payments related to this Cash Receipt.
Journal Lines
This view shows all of the Journal Entries related to this Cash Receipt.
Audit Log
Review all actions of the Cash Receipt from creation to being applied against Invoices.
