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On the Payment Details tab, you can provide information about documents associated with the cash receipt, taxation details, and information on the exchange rates used for the document.

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The "Cash Receipt (create)" form. The Payment Details tab in single-row mode

There is a switch for changing the display mode which is located to the right on the tab. There are the following two options:

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If the Project Costing functionality is enabled in the application on the Administration > Settings > General Settings form, you can link a cash receipt with a related project which you can select in the Project field (to find a project, start typing its name or code in the field).

Table mode

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The "Cash Receipt (create)" form. The Payment Details tab in table mode

In the Payment Amount column, specify the partial amount which will be applied to a particular contract, document, planning document or project. If the received amount is applied to multiple contracts, projects and planning documents, the total amount (which is displayed in the Total field under the table) must be equal to the sum in the Payment Amount column.