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Receipts overview

Goal

Record customer (or other) money in and allocate it to open sales invoices.

Key facts

  • Permissions: receipts.view / receipts.manage (not sales.*).
  • Posts immediately on create — there is no receipt draft.
  • Needs a bank/cash account (unless cheque-only flow).
  • Allocations cannot exceed document or voucher amount.

Open

Trade → Receipts.

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