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Add a New Receipt

This guide walks you through the steps to add a new receipt in the Spothire dashboard. Follow these steps to ensure that all necessary information is correctly entered.

Steps to Add a New Receipt​

  1. Navigate to the Receipt Dashboard

    • Log in to the Spothire dashboard.
    • Go to Operation.
    • Under Operation, select Receipts

  2. Open the Add Receipt Form

    • Click on the + New Receipt button to open the form to fill the receipt details.

1. Fill in Customer Details​

Receipts

  • Click on Add customer group to be able to add a customer group from a dropdown.
  • Customer Group: Select a customer group from the dropdown.
  • Select Customer: Select a customer from the dropdown.

You can only check any one of the checkboxes. If one checkbox is checked, the other checkbox will be disabled

  • On Account: Check this box if the payment is on account.
  • Is Advance?: Check this box if the payment has been made in advance.

2. Fill in Invoices​

Receipts

This section is not visible if the Is Advance? checkbox has been checked.

*The invoices shown in this section are related to the customer selected on the top of the page

  • There is a checkbox on each invoice, which can be checked to select an invoice.
  • There is also a Select All checkbox in the top right corner of the invoice section. This checkbox can be checked if you wish to select all invoices.

3. Fill in Additional Details​

Receipts

  • Payment Received: Enter the amount of payment received in rupees.
  • TDS Deducted: Enter the amount of TDS deducted in rupees.
  • Adjustments: Enter the amount adjustments rupees.
  • Bank Charges: Enter the amount bank charges in rupees.

4. Steps to add Payment Mode Details​

  1. Using Cash

Receipts

  • Click on the Cash radio button.
  • Received in Bank: Enter the amount of money received in the bank in rupees.
  • Bank Credit Date: Select the date of bank credit.
  1. Using Cheque

Receipts

  • Click on Cheque radio button.
  • Cheque Number: Enter the cheque number (required).
  • Cheque Date: Select the date on the cheque (required).
  • Bank Name: Enter the name of the bank that the cheque is from (required).
  • Received in Bank: Enter the amount of money received in the bank in rupees.
  • Bank Credit Date: Select the date of bank credit.
  1. Using NEFT

Receipts

  • Click on NEFT radio button.
  • Transaction Number: Enter the transaction number (required).
  • Bank Name: Enter the name of the bank that the NEFT is from (required).
  • Received in Bank: Enter the amount of money received in the bank in rupees.
  • Bank Credit Date: Select the date of bank credit.
  1. Using Credit Card

Receipts

  • Click on the Credit Card radio button.
  • Received in Bank: Enter the amount of money received in the bank in rupees.
  • Bank Credit Date: Select the date of bank credit.
  1. Using Other

Receipts

  • Click on the Other radio button.
  • Received in Bank: Enter the amount of money received in the bank in rupees.
  • Bank Credit Date: Select the date of bank credit.

5. Attach Invoice Attachments​

Receipts

  • Click on 'Drop your avatar here, or browse' to open the file explorer and select a file from the local storage on your computer.
  • The file you selected will be uploaded and shown under Uploaded Document:.
  • Notes: Add some notes, if you want to.

6. Save the Receipt​

  • After entering all details, click on the Save button to finalize the receipt entry.

This completes the process of adding a new receipt. Make sure all mandatory fields are filled and correct before saving the information.