How to Create Receipt

A receipt is used to record the amount received from a customer, such as payments against sales invoices, advances, or direct credits. Giddh allows you to easily create and manage receipts to maintain accurate cash flow and ledger balances.

Step 1: Access the Receipt Section

You can access the receipt module in two ways:

Press Cmd + G (Mac) or Ctrl + G (Windows) and type “Receipt” to quickly locate the receipt section using the global search.

OR

You can directly access the receipt page using the link below:

https://books.giddh.com/pages/vouchers/receipt/create

Step 2: Add or Select a Customer

1. In the Customer field, select an existing customer from the drop-down.

2. If the customer is new:

• Click on "Add Customer"

• Enter required details such as: Customer Name, GST(if applicable), Billing Address, PIN code, Select party type

• Contact Details:- Contact number and Mail id.

• These details will be saved in your master records for future use.

Step 3: Enter Receipt Information

Once the customer is selected, fill out all relevant receipt details. These include:

1. Receipt Date: Choose the date on which the payment was received.

2. Cheque Number: If the payment mode is cheque, enter the cheque/reference number for tracking.

3. Mobile Number and Email ID: These fields are auto-filled if customer details were entered previously but can be edited if needed.

4. Full Address: Ensure address details are complete for documentation purposes.

5. Advance Receipt Option: If the receipt is being recorded as an advance payment (before a sales invoice is generated), enable the Advance Receipt option. This is especially important for GST compliance.

Step 4: Add Payment and Transaction Details

Provide the financial details of the receipt:

1. Receipt Mode: Select the mode of payment received. Options include: Cash or Bank Transfer

2. Amount: Enter the total amount received from the customer.

3. Additional Notes (Optional): You may add any relevant comments or internal notes regarding the payment-for example, reference to a related invoice, payment terms, or special conditions.

Step 5: Generate and Save the Receipt

After entering all the necessary information:

1. Review the details thoroughly to avoid errors.

2. Click the “Create Receipt”, “Create & Send” or “Create & Print” button at the bottom of the page.