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Recording a Receipt

Registering a receipt is what keeps accounts receivable honest: it moves an account from issued to received, updates the outstanding balance, and leaves a clear history of what came in and when. Veetz makes both cases easy — receiving an amount in full, or receiving part now and the rest later.

Opening the Receipt Dialog​

Open the account from the Accounts receivable list. There are two ways to start a receipt:

  • In the Installments and receipts section, click the receipt button on the installment you want to settle.
  • Or use the Record receipt button at the top of the account, while there is still an amount outstanding.

The Record receipt dialog opens.

Filling in the Receipt​

  • Installment — which installment this receipt applies to. A single account has one; an installment plan lists each one still open, with its due date and outstanding value.
  • Amount — how much you are receiving now. To settle the installment completely, use its full outstanding value; to record a partial receipt, enter less.
  • Receipt date — the day the money came in.
  • Receipt method — how it was received: Cash, Bank transfer, Pix, Card, Check, or Other.
  • External reference — an optional identifier from outside Veetz, such as a transfer or transaction number.
  • Receipt notes — any extra detail worth recording.

Click Record receipt to confirm. Veetz reports "Receipt queued successfully."

The amount must fit the balance

The receipt has to be greater than zero and cannot exceed the outstanding balance. If it does, Veetz warns: "Receipt amount must be greater than zero and cannot exceed the outstanding balance."

Full and Partial Receipts​

  • Full receipt — receive the installment's whole outstanding amount and it becomes Received. When every installment of an account is received, the account itself becomes Received.
  • Partial receipt — receive less than the outstanding amount and the account becomes Partially received. The Outstanding value drops by what came in, and you can record the rest later.

When you receive an amount without choosing a specific installment, Veetz applies it to the oldest open installment first, then the next — so the balance always clears in due-date order. The summary cards at the top of the account — Total, Received, and Outstanding — update immediately.

Record receipts on the day they happen

The closer your receipt records are to reality, the more trustworthy your outstanding balance and cash-in forecast become. Make it a habit to register a receipt the same day the money arrives.

Receipts That Arrive from the Cash Register​

A receipt can also arrive automatically when a matching payment is registered in Payments and Cash. When that happens, the account's balance and status update on their own — there is no need to record it again here. Accounts receivable always owns the title and the balance, so the money is never counted twice.

Cancelling a Receivable​

If an account was issued by mistake or will never be received, open it and use the delete (trash) action on the top bar. Veetz asks you to confirm — "Are you sure you want to cancel this receivable?" — and, once confirmed, sets the account to Cancelled and reports "Receivable cancellation was queued." The account stays visible for history but no longer counts toward what you are owed.

Cancel, reverse, and write off

These are different things. Cancelling voids an account that should not have been charged. A reversal undoes a receipt that was recorded in error, returning the balance to outstanding. Writing an account off as a loss marks it Written off when it will not be collected. In every case, the original history is preserved rather than erased. Availability of each action can depend on your plan and permissions.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.