When customers make payment in CASH, is there a process in acumatica where we can instantly record and print the receipt on the spot before it makes it to the bank account?
Sometime receptionist receives the cash and when it comes to the accounting department, there is count mistake, or customer claims they paid different amounts.
Thank you,
Shankar
Best answer by Kandy Beatty
Hi
You could look into business events:
One of the things this mentions is that you can:
You could require a receipt, or some form be printed before they can continue with processing.
+19Hello,
Maybe consider entering the cash in Receivables → Payments (leave unapplied if there is no invoice). Without releasing the cash, we can print AR Edit Detailed report as a form of receipt to the customer.
+16Hi
Are they paying on an open invoice? What is the process the receptionist is using?
If they are paying straight cash, you could do a Cash Sale in Acumatica and print the document. You could set up a business event that would require the system to print also right away.
+2We configure the cash payment method to go to an undeposited funds cash account. We then record the payment on the SO Invoice or SO and print the SO/invoice showing the payment. When cash payments are deposited, we create a deposit document which moves the money to the bank account. If you have Advanced SO Invoices enabled you can start at the SO Invoice without the need to create an SO and shipment.
+16Hi
You could look into business events:
One of the things this mentions is that you can:
You could require a receipt, or some form be printed before they can continue with processing.
+13ICAN Software Solutions provides a free customization to print cash receipts with workflow on the AR Payments screen. You could extend that cash receipt report to other screens workflow. Just reach out to our team at https://icancloudapps.com or via email at sales@icansoftware.com and we can send you the customization package.
+13Let me know your email and I will have our sales team send you the customization package.
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