< Step 9: Accounts Receivable < 9-3 Receipts report

Navigation: REPORTS > RECEIPTS

• You need to have completed section 9-2 Receipt a Payment before you begin

The Receipts report provides a record of all cash receipts between any date range.

In this section, you will learn how to run the receipts report to view a list of client payments for a given date range.

Step 1: How do I View the Receipts Report?

Tammy has been doing admin today and wants to check that all receipts (cash, check, direct credit etc) have been entered and allocated correctly. 

1. Click the button for "Today" to see all receipts added for all clients.

For Further Help:

Reports

Receipts Report

For Further Help:

Clients

Orders

< Step 9: Accounts Receivable < 9-3 Receipts report

2. See the receipt you added in Step 9-2 Receipt a Payment, and a total amount for all receipts added today.

Congratulations! You have completed this stage.

To move forward to the next step, click the link below and then choose the next step:

< Step 9: Accounts Receivable < 9-3 Receipts report

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