How to Enter Receipts in the SwilPOS Application

Step-by-Step Receipt Entry in SwilPOS Application

How to Enter Receipts in the SwilPOS Application


When a Vendor receives payment against a sales invoice, they can create a receipt entry in the SwilPOS mobile app. This receipt entry serves as an official invoice for accounting purposes. It allows the vendor to accurately track and manage received amounts, enabling them to adjust the payment against any pending amounts. In cases where sales invoices are generated on credit payment terms, the vendor completes the billing process and later creates a receipt entry in the SwilPOS app upon receiving the payment.

Open the SwilPOS Mobile app on your device to initiate the process:

    1. Enter your registered Email Address in the provided field.
    2. Enter your mobile application Password in the password field.
    3. Click on the "Login" option.
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    1. After logging in, the Dashboard screen will open, and click on the three rows to access the Receipts option.
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    1. Click on the "Receipt" option to initiate the process of creating a new receipt entry.
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  1. When you access the Receipt screen, you will see that Receipt Series is already chosen by default.
  2. Select the Customer Name from the provided options.
  3. Once the Customer is selected, their details will be displayed on the screen.
  4. To continue the process click on the Continue option.
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    1. In the receipt entry screen, enter the total payment Amount received from the customer.
    2. Select the Payment Method from available options like Cash, Card, or Cheque.
    3. If needed, Add Remarks to provide additional information.
    4. Optionally, attach an Image and Signature to the receipt.
    5. At the bottom of the screen, you have three options:
      1. Save Draft: Click the first icon to save your receipt as a draft.
      2. Create Receipt: Use the middle icon to generate a new receipt.
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    1. To adjust invoices in the SwilPOS mobile app:
    1. Click on the Last given icon to Adjust Invoices.
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    1. Select the Entry number of the invoice you want to adjust.
    2. Save the page to create the adjusted receipt entry.
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    1. After saving the screen, you will receive a confirmation message and a newly generated receipt ID.
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    1. To view the Receipt entry in your SwilERP database, follow these steps:
  5. Log in to your SwilERP Software using your credentials.
  6. Go to the Receipts menu and select the Receipt option.
  7. A Receipt window will appear on the next slide or screen.
  8. Click on the View tab and select the Previous option.
  9. By following these steps, you will be able to see the Receipt entry that you created in the SwilPOS app within your SwilERP database, and these created receipts will also affect accounts.
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