Receipt Settings

Article sections

    Overview

    Receipt Settings Details

    This section contains basic details about the Receipt settings like payment mode, branch name, ledger name, and series name.

    Field Name Description
    Branch Branch name is displayed
    Series Series name of the receipts
    Payment mode Payment mode of transaction is displayed like cash, cheque, online, multiple receipts and etc.
    Ledger name Ledger account name of the receipt

    User can click on CREATE (+) to add receipt settings and enter the details required

    Create Receipt Setting

    Note : All Star mark(*) fields are mandatory.

    Field Name Description
    Series Select series of the receipts from the drop-down list
    Branch Select the branch name from the drop-down list
    Payment mode Select payment mode from the list of like cash, credit, or cheque
    Account Select account name of the receipt from the list.

    Click on SAVE and the receipt settings are saved.

    Setting details

    Setting name Setting name for the receipts is displayed like discount, penalty, TDS, multiple payment mode and etc
    Account name Account name for the receipt settings
    Payment type Payment mode of transaction is displayed like cash, cheque, online, multiple receipts and etc.
    Branch Name of the branch

    User can click on CREATE(+) to add settings

    Field name Description
    Setting name Select the setting name from the list of Discount account, penalty account, TDS account, Multiple payment mode, or Company wise payments
    Account name Select account name from the list

    Click on SAVE to apply the settings.

    Activity

    Field name Field Description
    Comments User can write short notes or comments about the Receipt settings
    Audit
    Created Date The date when the Receipt settings are created
    Created By The name of the person who created the Receipt settings
    Last Updated Date The last stage changed of the Receipt settings
    Last Updated By The name of the person who last updated the stage
    Status Displays the current status of the Receipt settings
    Time-Line This widget tracks all the activities within the app.
    in Receipt Settings
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