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Find and reprint a receipt

Slflo issues a receipt, numbered RC-, for every payment — taken by a rep on the phone or by the office. Money › Receipts lists them all. Who: office · Where in the cycle: Collect.

Before you start

Section titled “Before you start”
  • Issue receipts (PAYMENT_RECEIPT) opens the list and the papers, for the customers your reach covers.
  • A payment taken on a phone appears once the phone has synced.

Steps

Section titled “Steps”
  1. Open Money › Receipts. It starts on every day — choose Today (or a range) in the sentence or the Filters.
  2. Read the tiles over everything listed: Collected, In cash (“to be handed in”), Not cash and Left as credit (money that paid nothing yet — money on account).
  3. Narrow by Rep (type the whole code, e.g. REP-03), Method or Status, or search by receipt number, customer, or a payment’s reference.
  4. Click a row for the side panel: what it Paid off, “Still owes after this”, who took it and when. A reversed payment’s receipt is Void.
  5. Press Open the receipt (or the receipt number) for the paper, then Print.
The Receipts screen: EGP 1,000 collected from 2 receipts (700 cash, 300 not cash), with RC-000002 open in the side panel, a 300.00 cheque from Nile Market that paid off INV-000001, leaving 368.00 owed.
  1. Collected today
  2. Paid off
  3. Open the receipt
Open the full-size picture (new tab)
The printable receipt RC-000001 for Nile Market: 700.00 EGP received in cash against INV-000001, balance owing 668.00 EGP, taken by REP-03.
Open the full-size picture (new tab)

Example

Section titled “Example”

Nile Market pays Omar at 09:38 and 09:39:

09:38 · Rep · Phone › Nile Market › Collect payment

Nile Market pays EGP 700.00 in cash. It goes against the oldest open invoice first.

Receipt RC-000001 — method: cash · amount: 700.00 · balance after: 668.00

What changed
ItemBeforeAfterChange
Nile Market owes1,368.00 EGP668.00 EGP−700.00
Cash in Omar's hand0.00 EGP700.00 EGP+700.00

09:39 · Rep · Phone › Nile Market › Collect payment

And a post-dated cheque for EGP 300.00 (Banque Misr no. 100245, due in 14 days).

Receipt RC-000002 — method: cheque · amount: 300.00 · balance after: 368.00

What changed
ItemBeforeAfterChange
Nile Market owes668.00 EGP368.00 EGP−300.00
Cheques in Omar's hand0.00 EGP300.00 EGP+300.00

With Today picked, Receipts lists RC-000001 (Cash, Paid off INV-000001, 700.00) and RC-000002 (Cheque, ref 100245, 300.00), both taken by REP-03. The tiles: Collected 1,000.00 “2 receipts”, In cash 700.00, Not cash 300.00, Left as credit 0.

The paper for RC-000001 reads: Cleared against INV-000001 700.00; Received 700.00; Balance owing 668.00; By REP-03.

What happens next

Section titled “What happens next”
  • Nothing changes from here. Receipts are issued with the payment and never edited.
  • A receipt becomes Void only when its payment is reversed — on the customer’s statement, or when a cheque bounces. It keeps its number and prints with a VOID banner.
  • ERP: payments and their receipts are in the payments feed your ERP reads.

If something goes wrong

Section titled “If something goes wrong”
What you seeWhat to do
Typing REP in the Rep filter empties the listThe Rep filter needs the whole code, such as REP-03.
A payment Omar took isn't listedHis phone hasn't synced it yet. It appears when it does.
The start date is after the end date. Pick an earlier start or a later end.DATE_RANGE_REVERSEDThe start date is after the end date. Swap them.
That receipt could not be found.Also shown when the customer is outside your reach.
Section titled “Related”
Record or reverse a payment at the office
Bank a rep's cash
Follow a cheque to the bank
Collect (the stage)