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Add an amount to receive

Sales on account already create their receivables. Use this for the rest, such as a surgery paid in installments or a monthly wellness plan.

Steps​

  1. In the left menu, click Financial, then Accounts receivable.
  2. Click Add New.
  3. Choose the Receivable type: Single receivable, Installment plan or Recurring rule.
  4. Choose the Customer, or type the Payer name. Fill in the Title, the Currency and the Amount.
  5. Fill in the dates for the type you chose: the Due date; or the First due date, the Installments and the Interval in months; or the Frequency, the Due day and the Start date.
  6. Choose a Category and click Save.

Done​

The receivable appears in Accounts receivable, with its installments under Installments and receipts. Recurring ones are also listed in Recurring receivables.