How to Generate an Advance Receipt?
The Advance Receipt feature in StoRegister allows you to record and generate a receipt for any advance payment made by a customer. It can be used to log offline payments for future use or to settle multiple invoices later.
When to Use This Feature
Use the Advance Receipt when:
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A tenant pays in advance before receiving an invoice.
Steps to Generate an Advance Receipt
1. Navigate to the Contact Detail Page
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Go to the specific Contact Detail Page for the customer who made the advance payment.
2. Click on the “Actions” Button
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In the top-right corner of the Contact page, click the Actions button.
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From the dropdown, select “Pay Advance.”
3. Enter Payment Details
A pop-up window will open prompting you to fill in:
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Payment Mode: Select the payment type (e.g., Cash, Bank Transfer, Cheque, etc.).
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Amount: Enter the amount paid by the customer.
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Transaction Date: Select the date when the payment was made.
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4. Save the Receipt
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Click the Save button.
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An Advance Receipt will be generated and stored under the customer's transaction history.
Email Notification to Customer
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Once the advance receipt is created, an automatic email will be sent to the customer.
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The email will include the receipt as a PDF attachment for their records.
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