Receipt Received For

When an account receipt is being recorded it is important to enter the reason for the receipt in the "Received For" field provided in the receipt breakdown repeating panel. Select a category from the drop-down list that best describes why the payment has been received. Enter a custom description if an appropriate description does not appear in the list. If the receipt is for multiple "Received For" reasons - provide separate breakdown line items with a reason and amount for each "Received For" category.

 

NOTE: Data for many Accounting Summaries, Reports, and Crosstabs is categorized by this field. It is important to select data from the drop-down list or enter custom data descriptions that are consistent. Default data will be automatically entered into the drop-down list for this field if an "Invoice No" is specified for the account record.

 

TIP: Enter a separate line item for "Sales Tax" collected if sales tax had been incorporated into the invoice being paid.