Record a receipt of money from a customer
Select the component, either by clicking on the Transfer Transactions icon, or by choosing General > Transfer Transactions from the main menu.
There are four fields which MUST be completed for the transaction itself to be considered complete by the software: Tax Date, From Account, To Account and Total Amount. There are further fields which can be filled in to embellish the transaction with extra information, such as Customer, Reference.
Next, click the Create a new transaction button in the top toolbar. This adds a new transaction line to the table.
Enter the date in the Tax Date field. As you start typing, a pop-up calendar will appear. You can either click on the required date, or type it in manually. The software will recognise most date dividers, such as full stops, slashes, etc.
The From account will be Invoices Unpaid and the To account will be the account you are paying the money into (eg. Bank, Cash or Undeposited Funds if you are going to pay in more than 1 cheque at the same time to the bank).
NOTE: If you have not entered the invoice and it is being paid immediately, then you can do it all directly in the Sales Transactions component. In this case the From account will be the Sales account you are using to analyse the sale and the To account will be the same as described above (eg. Bank).