We will guide you how to add, process and allocate Receipts on the Sage Accounting mobile app.
Users need to have an existing profile on the Sage Accounting website or need to sign up via the website to use the Sage Accounting Mobile application.
Select the Quick Actions option. Then the Receipts menu option.
Select More and then the Receipts menu option.
Adding Receipts to Quick Actions
Watch our video on editing Quick Actions below
After selecting Quick Actions, select edit.
Select Add new receipt.
NOTE: A minimum of six options needs to be selected and the Quick Actions display will be adjusted accordingly.
Accessing Receipts from the Home Screen
Watch our video on Adding a Receipt below
Click the More option displayed in the bottom-right corner of the screen. Select Receipts.
Note: Existing Companies will display a list of Receipts that were created before via the Sage Accounting website. Receipts are listed with the most recent listed at the top and the grouping of receipts is done according to dates for This month, Last Month and Older.
Adding Receipts
Click + Add Receipt and select a Customer from the list.
If the customer’s name is known to the user, it can quickly be accessed by selecting the starting letter of the Customer name from the Index displayed on the right of the Customer grid.
New Customers can also be added.
After selecting a Customer, the details completed on the Customer record will be populated in the Customer details section. Details can be added or edited if necessary.
All unpaid invoices linked to the selected customer will be displayed on the Unallocated tab.
If money was received, a Receipt Amount can be entered.
To allocate money received to specific invoices, click the Allocate option displayed below each Invoice. The allocation screen applicable to the invoice will be displayed:
Enter an Amount Received and/or Discount amount and Save.
After the allocation has been saved successfully, the specific invoice will be displayed on the Allocated tab.
Money can be allocated to more than one Invoice at a time.
After all allocations have been done, you can Save the Receipt.
Receipts can also be added directly from a specific Invoice.
From the Invoice grid, select to View the applicable Invoice and select the Add Receipt option.
Receipts Grid
Search: Search for specific Receipts by entering the Document Number or Customer Name
Filters: You can filter receipts by:
All
Money received today
Money received this month
Unallocated
Email: Receipts can be emailed by selecting a specific Receipt and clicking on the Email Receipt option.
Delete: Receipts can be deleted by selecting a specific Receipt and then clicking on the Delete Receipt option.
Share options: Receipts can be shared via the options provided by the operating system.
