Find receipts

Goal

Find, filter, and open receipts.

Who it is for

AR clerk with receipts.view. Creating receipts needs receipts.manage.

Preconditions

• Module sales enabled; permission receipts.view.

Steps

1. Open Trade → Receipts.
2. Filter by status (posted, reversed), payment method, party, bank account, or search.
3. Open a row for voucher detail (allocations, journal links).
4. Choose New to record a receipt (receipts.manage) — it posts immediately.
5. Edit on a posted receipt appears only for platform super-admin (snapshot metadata; no GL/settlement re-post). Day-to-day users do not edit posted receipts.

Result

You locate the receipt and can drill into allocations or create a new one.

Related

• Record a receipt
• Receipt lifecycle
• Edit policy