Receipts for cash payments

If a customer pays cash, you might have to give him/her a receipt to confirm the payment, and what the payment was for.

To do this you have to create a invoice that is marked as paid - this is called a cash invoice or cash receipt.

In Sharefox

• Create an invoice for the order and send it over to your accounting system (if you have an integration)
  • If you do not have an integration with an accounting system set up, then you can download the order PDF, and upload it in the accounting system on a new invoice)
• On the relevant change orders, select “Actions” and “Change payment method”, choose “Invoice”
  • This will make sure that the payment is not included in the non-invoice-order accounting files.
  • Important: The invoice/order sent could be generated for the entire order, consisting of several change orders. So you need to change the payment method for all those change orders involved.
    • Example: An order was paid online, then the customer calls in and you extend the order (change order 1 is created), then later autopass is added to the order (change order 2)
    • You now probably want to mark the two change orders with payment method faktura, as the original one was already paid
      • This will make the original order appear in the downloadable Accounting File, and the change orders will not appear there. This way we avoid double accounting of the same change orders.

In your accounting system

• Go to the invoice and select “Register prepayment” (see the help article from Tripletex)
• The cash invoice ("receipt") can now be sent to the customer either via EHF, email, or printed out, depending on the abilities in your accounting system.

Screenshot from the Tripletex help article: