Documents with this transaction type are created when you need to register in the system any payments received from your customers to your bank account.
You can create Bank Receipts (From СustomerCustomer) based on the following documents: Invoice, Customer Order, and Consignment ReportReport on the Sales module, Cheque Received in the Cash Management module, Fixed Assets Sales in the
Accounting module. Also, a project can be used as the base for creating a Bank Receipt.
Bank Receipts (From СustomerCustomer) can be used as a basis for the following documents:
- Money Transfer: In case you want to transfer the received funds to another bank account or cash account.
- Event: If you need to schedule an event regarding this document.