• Go to Sales > Payment Receipt.

• Open: This option allows you to view all the payment receipt you have created in the software. If you required to make any changes in the saved invoice you can click on 'Open' icon, select the date range and can make changes in it.
• Delete: With this option, you can remove or delete a payment receipt permanently.
• Copy: This feature lets you copy the invoice and create a new one based on the same details, which you can then modify as needed.
• Help: Click on the help icon to access the step by step guide of the Payment Receipt Process.
• Calculator: AlignBooks includes an inbuilt calculator that you can use while working within the software, making calculations easier.

• Cancel: If you no longer need an open document but don't want to permanently delete it, click on the ‘Cancel’ button. This will cancel the document but keep it in the list, allowing you to restore it whenever needed.
• Recall: This option is used when a customer bill (POS Invoice) is put on hold. You can click on this option to retrieve the held invoice and continue billing from where you left off.
• Restore: If you click on a cancelled document, the ‘Restore’ option will appear, allowing you to restore the document to its previous state.
• Schedule: If you need to create the same document with the same details regularly on a fixed schedule, you can set up a Schedule for it. The document will then appear in the ‘Post Recurring Module’ of AlignBooks. From there, you can post the document with just one click, without having to prepare it repeatedly. This also serves as a reminder for you.

• UI Configuration: For additional settings related to this voucher, navigate to the configuration option. There, you can adjust settings such as invoice numbering, email, WhatsApp, SMS, approvals, and more.
• Print Configuration: This option lets you customize the voucher print settings, including header/ footer remarks, terms & conditions, and setting the default invoice format etc.

• Branch: If your company has multiple branches, they can be in the same state or different states. While billing, you can select the branch where the payment receipt is being done.
• Date: Mention or select the date from the calendar icon for which you want to create a entry of Receiving Amount.
• Voucher No: The software will auto pick the voucher number based on the prefix and suffix you configured.
• Customer: Select the customer from whom you are receiving the amount for bills.
• Email: The software will auto picks the email Id of the customer if you updated in the customer master. If no you can manually update it.
• Cash/Bank A/c: Select the Cash/ Bank Ledger through which your customer is making payment.
• Amount: Mention the amount received from the customer.
• Cheque No: If customer transferred the amount through cheque or any other instrument then you can mention the cheque number here. If payment is received through RTGS/NEFT you can enter RTGS/NEFT reference number.
• Party Bank Ref.: If customer paid the amount through bank or cheque, you can select the customer's bank name here via which they are transferring the amount.
• Dated: Here you can mention the date mentioned on the cheque number if applicable. The software will auto pick the current date, you can change it as per your requirement.
• Salesman: The software will auto pick the salesman if you have updated in the customer master. You can mention or change it as per your need.

• Auto Adjust: If you select this option, the software will automatically adjust the oldest bill recorded in your data first. It will then continue adjusting the next oldest bills in order, ensuring that payments or balances are settled systematically from the earliest to the latest.
• For instance in 'Amount' field mentioned Rs. '300'.

• You can view the Bill amount will get auto adjust with the earliest.

• If you don't want to auto adjust the amount, you can manually click on the field corresponding to the bill number and mention the amount for which you want to adjust the receipt.

• You can also mention the Cash Discount amount against bills if you had given to the customer.

• Remark: Click in the 'Remark' section, software will auto pick the remarks based on your selected customer name. Also, you can enter a remark as per your requirement.
• Attachment: While creating a Payment Receipt, if you need to attach any document or image related to it, click on the 'Select File' button. Then, choose the appropriate directory and upload the file.

• On the right side, you can view important financial details such as Total Amount, Discount, Total Payment, and more. This helps you quickly review the invoice summary.
• If you required to deduct any TDS you can mention on the specified field.

• To save the invoice you need to click on the 'Save' button.

• Preview: This option allows you to view a print preview of the payment receipt before finalizing it.
• Export: If you want to download the payment receipt as a PDF, click on the 'Export' button, select your preferred format, and the PDF of payment receipt will be downloaded.

• If the data on the current screen is no longer needed or you want to start fresh with a new payment receipt, click the 'Clear' button. This will remove all the data from the current voucher, giving you a clean slate to enter new details.

• Mail Link: AlignBooks allows you to easily share the document link along with an attachment directly to the customer’s email address.
• SMS: You can also send the document link and attachment via SMS to the customer, based on your preference.