How to enter a customer’s receipt against an invoice

Welcome to Nexus Step-by-Step Training where we'll guide you through how enter a customer's receipt against an open invoice.

1. Click on Customers from the main menu on the left-hand side.

2. Search for your customer and once found, click on Open.

3. Find the invoice under the customers Invoices tab.

4. Click on New Receipt.

5. Select the Payment Method from the drop-down options.

6. Edit the Paid Amount and Date Paid as needed.

7. Click on Save.

8. To send your customer a copy of the receipt, click on the Receipts tab.

9. Click on Open next to the receipt.

10. Click on Email.

11. As this option doesn't give you the automatic preview, you can simply click on the PDF attachment to open and view the receipt before sending.

12. Click on Send.

Updated: 9 January 2020

Support telephone: 02 9521 4052

Nexus Service Manager is developed by Nexus Digital Technology PTY LTD.