Create a receipt (direct)

Gimbla offers two ways to create a receipt. You can enter the invoice first, then apply the receipt, or you can enter the receipt directly into the system. It is easier to use the second method if you donโ€™t need to keep track of unpaid invoices.

๐Ÿงญ Navigation Menu

Finance โžก๏ธ Banking โžก๏ธ Bank Transactions โžก๏ธ Add Receipt

๐Ÿท๏ธ Example

1. Click on the Add Receipt button in your bank transactions.

create a direct receipt

2. Fill out the form

In this form, youโ€™ll find a Payer field, but itโ€™s optional. You can just select a bank from the Pay To dropdown. The rest of the form should look familiar to you if you have ever entered an invoice.

create a direct receipt

๐Ÿ Results

Once the receipt is created using this method, you will get a receipt number. This receipt can be emailed to your customer if they need a copy.

create a direct receipt

โ–ถ๏ธ Video Tutorial


Pro Tip

The process of entering payments (money leaving the bank) is similar. It can be entered directly into the system rather than via the BILL menu.