Receive a customer payment in cash
Record money received against a party’s balance.
Reviewed 9 October 2026
WHERE TO GO
Money → Cash → Receive
Step by step
Choose Receive and enter the actual amount and date.
In Received from, select the customer or party.
In Deposit into, choose the intended cash account.
Enter a clear description, including a bill reference if useful.
Choose Record transaction and check the cash activity and party ledger.
What to check
- Cash increases and the party’s amount to receive decreases or becomes an advance.
Things to know
- Do not repeat a receipt that is already recorded.
- The description is a reference, not a manual invoice-allocation selection.