How to collect the amount due from the client

If you have outstanding (credit) invoices from a client, you can easily document the receipt of the amount from the client later. In this article, you will learn about the available methods and how to issue a receipt voucher.

#Methods for Receiving the Due Amount from the Client

1. From the Clients List - Browser.

2. From the Invoices List - Browser.

3. From the Cashier Screen - Browser.

4. From the Invoices List - Riwaa Cashier App.
   🔗 For more details, click here.

#Receiving the Due Amount from the Clients List

1. Go to Sales and Clients > Clients.

2. Search for the client using their name, code, or mobile number.

3. Click on the icon (⚙️).

4. Select Receive Due Amount from Client.

   

5. Select the required invoice.

6. Enter the received amount (full or partial).

7. Specify the appropriate payment method.

   ℹ️ Note: To document the receipt process via the sales box:

   • Activate the "Manage Sales Boxes" option.

   • Choose the location and box where the amounts will be deposited.

   • Add notes "if any".

8. Click on "Receive Amount".

   The process is documented and the receipt voucher is issued immediately.

   

#Receiving the Due Amount from the Cashier Screen (Browser)

1. Go to Sales and Clients > Points of Sale.

2. Open the sales box > Invoices List.

3. Search for the required invoice.

4. Click on the three dots (...) in the "Actions" column.

5. Select "Receive Due Amount from Client".

6. Enter the amount and specify the payment method.

7. Click on "Pay".

   The process is documented and the receipt voucher is issued immediately.

   

#Receiving the Due Amount from the Invoices List (Browser)

1. Go to Sales and Clients > Sales Invoices.

2. Search for the required invoice.

3. Click on the three dots (...) in the "Actions" column.

4. Select "Receive Due Amount from Client".

5. Enter the received amount (full or partial).

6. Specify the appropriate payment method.

   ℹ️ Note: To document the receipt process via the sales box:

   • Activate the "Manage Sales Boxes" option.

   • Choose the location and box where the amounts will be deposited.

   • Add notes "if any".

7. Click on "Receive Amount".

   The process is documented and the receipt voucher is issued immediately.

   

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#Frequently Asked Questions

1. Can I receive all the due amounts from the client at once?

Yes, you can receive the due amounts from the client at once, provided that the payment method is the same.

1. Click on the box at the top of the invoices list.

2. The received amount appears automatically, verify it.

3. Specify the payment method.

4. Click on "Receive Amount".

2. How can I know the amounts that have been received in a certain period?
You can know the amounts received from the client in a certain period through:

1. Reports > Sales > Client Transactions Report.

2. Specify the time period.

3. From the "Transaction Type" column, choose "Receive Due from Client".

4. All transactions will appear.

3. Why does the payment amount not appear in the sales on the control panel on the same day of receipt?
Because sales are recorded on the day the invoice is issued, not on the receipt date.

When receiving the due amount from the client, the amount is deducted from the total due amounts on them, without affecting the sales on the receipt day.

4. Can I save the receipt voucher as a PDF file?

Yes, you can do so through:

1. Client Payments Page, click on the 🖨️ icon.

2. In the printer name field, choose "Save as PDF file".

3. Click on "Save". The voucher is saved on your device.