Create a Direct Receipt

This guide shows you how to record income directly without creating and tracking a formal invoice first. This is the fastest way to account for money you've received on the spot.

When to Use This Method

Choose this method for transactions where payment is immediate and you don't need to track an "unpaid" status. This is perfect for:

  • Point-of-Sale (POS) transactions: When a customer pays immediately in person.
  • On-the-spot services: For work completed and paid for at the same time..
  • Miscellaneous income: Recording revenue that doesn't require a formal invoice.

Note: If you need to send an invoice to a customer and track when it gets paid, you should use the standard Pay-An-Invoice guide instead.

Step 1: Navigate to Add Receipt

  • Navigate to your bank transactions (Finance → Banking → Bank Transactions).
  • Click the Add Receipt button.
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Step 2: Fill Out the Receipt Form

You will see the "Add Receipt" form. Here’s a breakdown of the key fields:

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  • Payer (Optional): Select the customer who paid you. If you don't need to track this, you can leave it blank.
  • Bank (Paid To): This is crucial. Select the bank account where the money was deposited.
  • Payment Date: The date you received the payment.
  • Line Items:
    1. Description, Qty, Price: Enter the details of the product or service sold.
    2. Account: This is a critical field. You must select the appropriate income account from your Chart of Accounts (e.g., "Sales," "Service Revenue," "Other Income"). This tells Gimbla what kind of revenue you are recording.

Step 3: Create and Send the Receipt

Once you have filled in the details, click the Create button.

A formal receipt is instantly generated with its own unique receipt number (e.g., RCP-0008). You can then email this receipt to your customer as proof of payment if they need a copy.

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▶️ Video Tutorial

Prefer to watch? Our video guide walks you through the entire process.

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Pro Tip

Recording Direct Payments (Money Out)

The same logic applies when you spend money. If you make a purchase and don't need to track an unpaid bill (e.g., using a debit card), you can use the Make Payment button in the "Bank Transactions" screen instead of going through the full "Create a Bill" process.