How to create a receipt of payments not tied to an invoice or an order? 

Users can create a receipt of payments in Versa Cloud ERP, but usually, it is either against an order or against an invoice.

Sometimes, a user needs to receive payment from a customer but there is no order or invoice and Versa supports creating a payment receipt that is not tied to an invoice or an order.

Let Us Help You! (1)

Let Us Help You!

Transform your business and thrive with one of the best ERP systems for SAAS companies.

Signup for a personalized demo.

Get Your Free Product Tour!

Find the menu item under Invoices, ‘Receive Misc Payment’.

Payment in Versa Cloud ERP

Let Us Help You! (2)

Free iMac Mockup and Macbook

Let Us Help You!

Are you looking for the perfect solution for your business needs? Sign up for the Free personalized Product Tour to begin your journey today!

Get Free Product Tour Now

This will allow the user to create a Draft Payment Receipt which will become a payment receipt when posted.

Payment Versa Cloud ERP

Steps to create the receipt for payments in Versa Cloud ERP: 

  • Select the date you want to create the new misc. payment for.

Payment Versa Cloud ERP

  • Select the payment method from the list of drop-down
  • Pick the GL account you want the cash to be recorded into. This will usually be an asset GL account with the type of Cash.
  • Select the recipient
  • Add the reference number
  • This opens the following screen for the user to enter the amount and which GL account to recognize the payment. This can be a revenue GL account if the payment is for a service/product sold, or it can be a customer deposit GL account if this is a pre-payment/deposit.

Versa Cloud ERP Payment

  • Once all the details are provided, click the post-payment button. (Screenshot below for reference)

Versa Cloud ERP payments

  • Payment receipt details with GL details are shown after payment is posted.

Versa Cloud ERP Payment

  • You can also attach any documents to support the transactions as required

In daily operations, businesses need to record payments from a customer that aren’t related to any invoice or order. Versa Cloud ERP enables users to create receipts of payments that are not related to any order or invoice.

To know more, please visit our website or contact us directly.

See How Much $ Versa Can Save Me

How Much $ Versa Can Save Me?

Use our Instant Pricing Estimate Calculator to find out.

Fill out your business requirements and get your instant customized quote for free.

Get My Instant Quote Now!

Effectively manage your financials, inventory, and production workflows with our award-winning ERP.

Let Versa Cloud Erp’s do the heavy lifting for you.

Wondering how much Versa costs?

Versa App

Wondering how much Versa costs?

Use the Versa ERP Pricing Calculator

Take a look at our recognitions

Read More

Do Business on the Move! 

Make your businesses hassle-free and cut the heavyweights sign up for the Versa Cloud ERP today!!

Join our Versa Community and be Future-ready with us. 

Best ERP for SAAS companies: Versa Cloud ERP

Best ERP for SAAS companies: Versa Cloud ERP

American Business Award
Rising Star
Front Runners
Best In Biz 2017