Add a receipt to a batch

Introduction

When a payment is made to your school, you can issue a receipt to the person or business that made the payment.  

In Zunia, receipts are created in batches.  
 

Add a receipt to a batch

Go to your finance entity and select Cash receipts entry. Then, search for the batch you want to add the receipt to. Or create a new batch. 

To create or add a receipt, select Add. The Add receipt batch window displays. 

 Fill in the details of the receipt: 

• Community member: If the payment is from someone in your school community, select the community member.
  If the amount is less than the minimum amount required for taxable transactions, then you don’t need to select a community member.
  If the payment is from someone outside your school community, you can still issue them a receipt without selecting a community member. 
• Name on receipt: If you’ve selected a community member, their name will display here. If not, you can enter a name. 
• Payment method: Select a payment method from the list. These are added when you create the batch. 
• Reference (optional): Enter a reference for the receipt, which will be sent to your accounting software if it's connected with Zunia. This could be a bank statement number as a reference for a direct credit into the school's bank account. 
• Receipt amount: Enter the amount. This is auto filled for all automated payments that follow a payment plan.  
• Receipt date: Today’s date appears by default and can’t be changed. 
• Comment on receipt (optional): You can add a note or comment to show up on your statement. E.g. ‘Thanks for your payment’. 

When you’re done, select Save.
You’ve now added a receipt to this batch.
Next, you’ll need to allocate this receipt to a debtor account, a general ledger, or both.