How to make a cheque deposit entry in receipt entry in SwilERP ERP

Create Receipt Entry

How to Create Receipt Entry in SwilERP (RetailGraph) Software


In SwilERP, suppliers create receipt entries when customers make credit payments against sales invoices, facilitating official accounting and adjustment of received amounts. This process is particularly useful for vendors who issue sales invoices based on credit payment methods. To create a receipt entry for credit payments, follow the specified steps in the sales form to efficiently manage transactions and customer payments in SwilERP.

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Receipts menu and select the Receipt option.
  2. Press "Alt+F11" to quickly access this functionality.
Reference Window:
SwilERP Dashboard Window
  1. How to Add Payment Details in the Receipt window:

In the Receipt details window:
    1.  Enter the Customer name and Account details will be automatically filled in the dialog box.
    2.  Select the Payment method Cash/ Cheque/ Card.
    3.  If the vendor wants to give any Rebate, add the amount in the dialog box.
    4.  Add Received Interest, If any.

Reference Window:
Receipt Window
  1. How to Adjust Invoice from the pending amount:

    1. Click on the Adjust Invoices.
    2. A pop-up window will open, select the Entry number, and all further details will be automatically filled.
    3. Save the page to create a receipt entry.


Reference Window:



Note: The vendor can create a receipt entry even if the customer has paid half or more than half amount.

 Additional options in the View Tab:

  1. View > Browse details as per the requirement (i.e. Month wise, Date wise, etc).
  2. View > Previous (Alt+Up) & Next (Alt+Down).
Reference Image:
View Tab Options

Using the Reports Tab:

  1. Reports > Select the report which you want to view.
Reference Image:
Reports Menu Options

Options in the Masters Tab:

Users can also create Masters Data directly from this tab in Receipt window.

Reference Image:
Master Data Tab Options



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