Payment Receipts

Feature

In version 4.4 of Goldenseal accounting software, we are discontinuing Payment Receipts as a separate transaction. They are not necessary, and some users have found them confusing.

NOTE-- You'll still use the Deposit Funds command to deposit any money you receive, and the deposit is still the "official" record that you've received the funds. If you've never used Payment Receipts as a separate record, you can ignore this change entirely.

Suggested By

Turtlesoft support staff.

How to Use

When you receive payments, follow these steps:

  1. Choose Deposit Funds from the Bank menu.
  2. Enter the type of transaction being paid, into the popup at upper right.
  3. Mark off the items being paid. NOTE- for some items, you may need to double-click, and then mark off specific transactions paid.
  4. Click the Create Deposit button.
  5. Goldenseal will create deposits for the payments. The bank deposit is your record of the payment received.

If you want to print a payment receipt from a Sale, follow these steps:

  1. Choose Sales from the Income menu.
  2. Locate the Sales transaction you'd like to use.
  3. Choose Print Forms from the File menu.
  4. Enter One Item Receipt or Detailed Recept into the Form Type popup field.
  5. Click the Print button.

If you want to print a payment receipt from a Checking Deposit, follow these steps:

  1. Choose Checking Transactions from the Bank menu, and choose an account from the submenu.
  2. Locate the deposit you'd like to use.
  3. Choose Print Forms from the File menu.
  4. Enter Payment Receipt or Payment Recept Itemized into the Form Type popup field.
  5. Click the Print button

If you want to print a payment receipt from a cash deposit, or some other type of transaction, you'll need to add a custom printed form. To do that, follow these steps:

  1. Choose Custom Layouts from the Options menu, and choose Printed Forms from the submenu.
  2. Enter Checking Transactions into the Transaction popup field at upper left.
  3. Enter Payment Receipt or Payment Receipt Itemized into the Printed Form popup field.
  4. Choose Select All from the Edit menu.
  5. Choose Copy from the Edit menu.
  6. Enter Cash Transactions into the Transaction popup field at upper left.
  7. Choose New Layout from the Edit menu.
  8. Type in a name for the layout, and click OK.
  9. Choose Paste from the Edit menu.
  10. Close the layout, and save changes.

NOTE-- follow similar steps for Rental Transactions, Billing Records, or any other income transaction that you'd like to use to print Payment Receipts.

Accessing Legacy Records

If you have used Payment Receipts in the past, you may want to view the past records. To do so, follow these steps:

  1. Choose Income from the Reports menu, and choose Payment Receipts from the submenu.
  2. Use the controls at the top to set up the report.
  3. Click the Update button to fill in data.

Technical Details

In Goldenseal accounting software version 4.4, you can still access Payment Receipts, by holding down the Shift key or another modifier key, while you pull down the Bank menu. However, we plan to remove this feature in the next upgrade.



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