There are a few different ways to post customer receipts, depending on where you are in the software. Let's take a look.

1. Go to Bank accounts or Customers then click Customer receipt.
2. Complete the Customer Receipt window as follows:
   
   

   Bank Details - Read more >

   Account Ref	From the drop-down list choose the bank account you want the receipt to post to.
   Name	When you choose the bank account the bank account name from the bank record appears here.
   Balance	When you choose the bank account the balance from the bank record appears here.

   Customer Details - Read more >

   Account	From the drop-down list choose the customer account you want to post the receipt to. When you choose a customer account the transaction list appears showing all outstanding transactions for the customer.
   Name	When you choose the customer account the customer name from the customer record appears here.
   Balance	When you choose the customer account the balance from the customer record appears here.

   Receipt Details - Read more >

   Date	Enter the receipt date in this box.
   Amount	Enter the amount of the customer receipt.
   Reference	Enter the reference for the customer receipt. This can be up to 30 characters.
   Ex. Reference	Enter an extra reference if required. (v28.1 and above).
   Rate	Foreign trader only - Enter the required exchange rate for the payment.

   Transaction list - Read more >

   Show	From the drop-down list choose if you want to show the following: All - All outstanding transactions appear Due - Transactions with a date on or after the payment due date appear Date Range - Outstanding transactions within the dates in the From and To boxes appear
   List Invoice/ Credit by item line	Select this to list the invoices by each item line rather than a grouped transaction. On VAT Cash accounting when you allocate a receipt to an invoice which has multiple item lines you should apportion the receipt across each item line so that the VAT is recorded correctly.
   Type	Indicates the type of transaction: SA - Sales payment on account SI - Sales invoice SC - Sales credit SP - Sales payment
   Country of VAT	Select the country the product is shipping to
   Report Type	Select one of the following: Union OSS - Use this if you're in either the Republic of Ireland or Northern Ireland and are trading with an EU consumer. This is the only option available if you're in the Republic of Ireland Non-Union OSS - Use this when supplying services to an EU consumer from a supplier outside the EU IOSS - Use this when distance selling of goods up to a value of €150 to an EU consumer, from a supplier outside the EU
   Receipt	Enter the value the customer has paid for each transaction in the list. Alternatively you can use the Pay in Full option to enter the full value of the invoice You can also use the Wizard option to allocate invoices and credits and the Automatic option to automatically pay the oldest invoices first
   Discount	If there's a discount on the invoice value, enter the value of the discount here.
   Discount inc. VAT?	Sage Accounts v22.1 and above When entering a discount, this box is enabled. Select this check box to include VAT when posting a sales discount. This can be useful when posting a prompt payment discount.
   Bank charge A/C	If you're applying bank charges, this is the default account to Record bank charges.
   Cur	If you use Foreign Trader, this is the bank charge currency.
   Bank charge	If a bank charge applies, enter it here.
   Analysis Total	This is a rolling total and updates each time you enter a value against a transaction.

   Options - Read more >

   Clear form Sage Accounts v21 and below - Discard	Clears all of the details and values.
   Pay by card	If you use Opayo (formerly Sage Pay) you can pay the customer receipt online by card.
   Pay in Full (F3)	This automatically enters the full value of an invoice in the Receipt column.
   Wizard	There are four options within the Wizard: Pay invoices - You can enter the cheque details in the wizard and it automatically enters the values in each of the relevant boxes Allocate all credit notes to invoices - Select this option to allocate the values on all outstanding credits to outstanding invoices Allocate payments on account to invoices - Select this option to allocate the values on all outstanding payments on account to outstanding invoices Post a payment on account only - You can enter the cheque details in the wizard and it automatically enters the values in each of the relevant boxes. This option doesn't allocate values to invoices
   Automatic	When you enter a value in the Amount box then click this option is automatically distributes the amount against the outstanding invoices. It allocates the value against the oldest outstanding invoices first.
   Department	Sage Instant Accounts and above only. To change the department you want to allocate the sales receipt to, click this option.
   Fund	This option is only available when you have charities enabled. To choose a Fund to allocate the sales receipt to, click this option.
   Print list	This option prints the information in the window to a printer.
   Send to Excel	This option sends the information in the window to Microsoft Excel.

3. Click Save then click Close.

Sending a customer a receipt for their payment

Because Sage 50 Accounts doesn't process your debit or credit card payments, there isn't a function to send a customer a receipt for their payment. Your payment processing provider may offer that facility, or you can send your customer a statement from Sage 50 Accounts. To find out more about Customer Statements click here >