Payments received

[Darren21]

Hi.

I apologise for these 2 very basic questions.

I’m not using QF to invoice my customers just using email, so how do I actually record the amounts that I’ve now received on to my Dashboard?

Also, I assume that I should be showing those received amounts into my Bank balance on QF as well - again, how do I do that?

Thanks for your help, Darren

[FolkLondon]

If you are just recording receipts then the easiest thing is to use the Cash Register Tool. Configured correctly that will show the money going into your bank account. It is quite simplistic and won’t allow you to distinguish cash, cheques and bank transfers. Do you need to account for VAT or are you unregistered?

Cash Register Tool

Introduction If your business operates a cash register then no doubt you will have realised that logging each customer transaction to a unique invoice in QuickFile is not practical. In such cases what you would typically do is log your daily, weekly or even monthly totals to a lump sum invoice and pay that invoice to a cash account in the banking section. Where can I find the Cash Register Tool? The Cash Register tool is located in the Sales tab (Enter cash register takings). How does the Cas…

Personally I find the main value of QF is the control it gives me over invoicing.