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Convert Other Receipts to Customer Receipts

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Summary

How to change an Other Receipt transaction to a Customer Receipt in Sage Accounting.

Description

Customer Receipts record payments for sales or services, which pay Sales Invoices. Other Receipts include various other types of transactions, like government grants or miscellaneous income.

If required, you can convert an Other Receipt to a Customer Receipt.

EXAMPLE:

Posting a Sales Invoice and an Other Receipt for the same sale can create duplicate entries in the nominal code and VAT Return.

Resolution

  1. From Banking, open the bank account where you have your Other Receipt.
  2. From the Activity tab, open the Other Receipt type transaction. 
  3. In the bottom-left corner, select Convert to Customer Receipt.
  4. Select Convert to Customer Receipt in the confirmation window. 
  5. Allocate any transactions and then Save the receipt. If you don't allocate the full amount, save the unallocated amount as a payment on account. 

Now when you view the transaction, it shows as type: Customer Receipt. 

You can't convert transactions if:

  • The transaction falls into a lockdown period
  • The Other Receipt is VAT reconciled
  • The contact is inactive