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Payment / Receipt

Settle a client or supplier account with cash, bank, or cheques.

What it does

Records money moving between a client or supplier account and cash, the main bank account, or one or more cheques — each cheque tied to a specific bank. Payment and Receipt are the same screen with a fixed direction set by how it was opened.

How it works

Pick the account and method

Choose the client/supplier being settled and whether it's cash, bank, or cheque(s).

Attach cheques if needed

Multiple cheques can settle a single Payment/Receipt, each recorded against its own bank.

Post

Posting locks the entry the same way a voucher does — Unpost first to correct it.

The problem it solves

Cash collection and payment is where AR/AP balances actually get settled — keeping it a dedicated screen (instead of a generic voucher) means the client/supplier account, the settlement method, and any cheques involved are captured in a structured, reportable way.

← Accounting