When credit customers pay back certain amount against outstanding invoices, you need to acknowledge their receipts and update the balance due to them. For this you need to enter the received payment on Customer Receipt screen.
To access the screen, from the main menu select Accounts>Customer Receipts.
Recording customer Payments
Records tab is the default screen for Customer payments. If you want to record new payment click New button on the top right hand side.
On Receipts tab, from the customer help field, select the customer whose payment you want to record.
Credit Limit field will show the credit allowed to the selected customer.
Remember: Customer credit limit is set on Customer Definition screen.
System will generate a Receipt No. for the current payment.
Enter received amount in the Receipt Amount field.
System will show current date as the payment date. You can change it.
From Payment Type drop down select the mode of payment.
In Nimbus you can receive payments in the following three modes:
Credit Card (select credit card from drop down menu)
Bank Transfer (Enter details in Check details fields)
The Payment Details section will show details of customer ledger:
Opening Balance fields shows the opening balance defined on Customer Definition screen.
Total Purchases field shows the total amount of purchases made by customer till the current date.
Received Amount field will show total received amount from the customer till the current date.
Balance Receivable field shows current receivable balance.
Printing Customer Payment Receipt
To generate a customer payment receipt, go to Records tab and from the grid select the receipt you want to print and click the print button.
The system will generate a receipt for the customer. You can print or email it.
Deleting/Updating a Customer Payment Record
To delete or update a customer payment record, from the grid select the payment record you want to delete or update.
Update and Delete buttons will be activated.
Make the required changes and click Update. Or simply click Delete if you want to delete a record.