Introduction
A receipt is a document acknowledging that a person has received money or property in payment following a sale or other transfer of goods or provision of a service. All receipts must have the date of purchase on them.
Stage Workflow
Default stages are as follow
| Stage Name | Stage Description |
| Draft | The receipt was created but not submitted. |
| Hold | The Cheque needs confirmation from the bank. |
| Collected | The amount was received by the accounts department. |
| Deposited | Cheques deposited in the bank. |
| Confirmed | The amount was confirmed. |
| Void | The receipt was deleted. |
| Rejected | The receipt was deleted. |
Portlets & Widgets
In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Receipts App.
Transaction details
This section contains transaction details of the customer. A transaction is an event or action that involves the exchange of goods, services, or financial assets between two or more parties.
| Field name | Description |
| Ref no | Reference number of the receipt is displayed. A reference number of the order helps to track and identify easily |
| Receipt date |
Displays date on which the receipt is created. It is the date on which a payment, product, or document has been received by the intended recipient. In payments, the receipt date is when the funds are successfully deposited into the payee’s account. For goods, the receipt date refers to when the customer physically takes possession of the products. |
| Confirmed on | Date on which the receipt is confirmed. Receipt confirmation is an acknowledgment from the recipient, indicating that they have successfully received the payment, goods, or documents. |
| Rejected on | Date on which the receipt is rejected. A receipt rejection occurs when the recipient refuses to accept the payment, goods, or documents due to various reasons like incorrect payment amounts, damaged or incorrect products etc. |
| Contact name-no. | Displays point of contact person name and phone number |
| Sales person / no | The sales person’s name and contact phone number are displayed. |
Adjusted Dues
Adjusted dues refer to the amount of money owed or credited to a customer or vendor after an adjustment has been made to the original invoice or payment.
| Field name | Description |
| Voucher number | Voucher number created is displayed. A voucher number in a receipt refers to a unique identifier assigned to a specific voucher, coupon, or gift card used during a transaction. |
| Ref no. | Reference number of the receipt is displayed. A reference number of the order helps to track and identify easily |
| Date | Displays date on which the receipt is created. It is the date on which a payment, product, or document has been received by the intended recipient. |
| Discount | Discount amount applied for the order is displayed. A discount is a reduction in the original price of a product or service offered by the seller. |
| Amount | The total amount on a receipt represents the final amount that the customer is required to pay for their purchase. The total amount is calculated by adding the cost of all items (after applying any discounts) and any additional charges, such as taxes, shipping fees, or service charges |
Adjusted Wallets
In the context of adjusted wallets, a financial organization or service provider may update the wallet balance, credit limit, or transaction history to reflect any changes made to the account.
| Field name | Description |
| Adjusted To | Adjusted To shows the Invoices data to which the wallet amount is adjusted. |
| Adjusted from | Adjusted from shows the data of entries adjusted from wallets/Journals in payments. |
| Advance amount | An advance amount is a partial or full payment made by the buyer before the delivery of goods or services and payment terms and conditions may vary depending on the type of transaction, industry, and the agreement between the parties involved. |
| Due | Amount due by the customer is displayed. Due is an outstanding amount of balance unpaid for an invoice/bill for goods or services rendered by the customer. User can click on the hyperlink at the top right, which displays detailed data of customer’s dues |
| Clearance | The amount for which the receipts were created but not yet confirmed. User can click on the hyperlink at the top right, which displays detailed data of customer’s clearance amounts |
| Credits | Displays amount of the Returns, Credit Notes & wallets created for the customer. User can click on the hyperlink at the top right, which displays detailed data of customer’s credits and advance receipts |
Payment summary
A Payment Summary provides an overview of all the payments received by a business from a particular customer that is commonly included in receipts and serves as a record of the transaction for both the business and the customer.
| Field name | Description |
| Payment mode | The method by which the customer is expected to make the payment for the goods or services received. Examples of payment modes include cash, credit cards, debit cards, bank transfers, or digital wallets. |
| Ref no. | Reference number of the receipt is displayed. A reference number of the order helps to track and identify easily |
| Ledger | The Ledger account name is displayed. A ledger report contains all the account details, including every transaction detail going in and out of the accounts |
| Amount | The total amount on a receipt represents the final amount that the customer is required to pay for their purchase. The total amount is calculated by adding the cost of all items (after applying any discounts) and any additional charges, such as taxes, shipping fees, or service charges |
| Discount | Discount amount applied for the order is displayed. A discount is a reduction in the original price of a product or service offered by the seller. |
This widget provides users to confirm or update the Receipt template in selected designs available.
Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.
| Field name | Field Description |
| Comments | User can write short notes or comments about the Payment mode |
| Audit | |
| Created Date | The date when the Payment mode is created |
| Created By | The name of the person who created the Payment mode |
| Last Updated Date | The last stage changed of the Payment mode |
| Last Updated By | The name of the person who last updated the stage |
| Status | Displays the current status of the Payment mode |
| Time-Line | This widget tracks all the activities within the app. |
Reports
A report is a document that presents information in an organized format for a specific audience and purpose. Although summaries of reports may be delivered orally, complete reports are almost always in the form of written documents.
- Receipts Master