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Manual open credit upload with cash receipt from your agent:

If an agent gives me a cheque or sends you me a bank transfer with funds to add to his open credit, what do I do?

1. Create a cash receipt under billing : Accounting > Cash Receipts > Billing

2. Add a new cash receipt for invoicing

3. Complete the Invoicing cash receipt profile

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   • Select your agent

   • Select payment method: Cheque / Bank Transfer….

   • Bank GL Account where the money was deposited

   • Reference no (if applicable)

   • The amount sent

   • The cheque date

   • Enter amount to be applied to open credit (in this scenario applied complete 1000$ to open credit)

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