Payment and receipt vouchers
Record supplier payments and customer receipts, and allocate them to invoices.
Payment vouchers record money you pay (usually to suppliers). Receipt vouchers record money you receive (usually from customers).
You can allocate a voucher to open invoices, or leave it as an advance.
Payment voucher
- Go to Accounts > Payment Voucher
- Click + Add
- Set Payment Date, Payment Method, and Payment Location
- Add lines — account, amount paid, and optional remarks
- If the account is linked to a supplier, allocate the amount to their invoices (or keep it as an advance)
- Submit
Receipt voucher
- Go to Accounts > Receipt Voucher
- Click + Add
- Set Receipt Date, Payment Method, and Receipt Location
- Add lines — account and amount received
- If the account is linked to a customer, allocate to their invoices
- Submit
Allocating to invoices
On the voucher, open allocation after the account line is saved. You can pick invoices or use automatic allocation. Advances already used on other vouchers cannot be allocated again.
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You can also record payments from a sale or purchase document. Vouchers are for standalone receipts and payments, or for allocating advances.
Print on a saved voucher uses an active print template for receipt or payment voucher. If none is active, the original voucher layout is used.