> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Receipt Voucher (RV) > Receipt (RV) based on document IV invoice/consignment note. # Why have a receipt (RV)? * As a proof of receipt of payment * Plan cash flow for income --- # Action permissions # Generate Receipt (RV) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Press the action button ' **...** ', select __Create Receipt (RV)__. 4. Fill in the details completely. 5. Press __Save__. | 💡 Nested Tip: RV can be created from tab 3. Invoices by 1. Select the product invoice (IV) for which you want to build an RV. 2. Press the action button '...' select __Create Receipt (RV)__. --- # Edit Receipt (RV) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the receipt (RV) that you want to edit. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 6. Press __Save__. --- # Edit Accounting Receipt (RV) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the receipt (RV) for which you want to edit the accounting. 4. Press the action button ' **...** ', select __edit__. 5. Edit the information as needed. 6. Press __Save__. | 💡 Nested Tip: In case the period has been locked Account period must be unlocked before the document can be edited. | 💡 Nested Tip: In case the document is locked in Bank reconciliation report have to go unlock before the document can be edited. except in case of wanting to amend the accounting Can be modified by setting permissions to be able to edit accounting entries. --- # Cancel Receipt (RV) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the receipt (RV) that you want to cancel. 4. Press the action button ' **...** ', select __edit__. 5. Press __ to the right of the save button__, select __Cancel__. | 💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled. | 💡 Nested Tip: In case the document is locked in Bank reconciliation report have to go unlock before the document can be cancelled. --- # Print Receipt (RV) 1. Select the menu __Sales__ and __Sales__. 2. Press tab __4. Get Paid__ 3. Select the receipt (RV) that you want to print. 4. Press the action button ' **...** ', select __type__. --- # Details in the document ## ${color}[#e45765](Header) * ${color}[#1c5da9](Document date) defaults to today user can change * ${color}[#1c5da9](Company/Branch) select the company and branch to issue the document. * ${color}[#1c5da9](Show All) check ✓ to pull all outstanding documents to display on Receipt (RV). * ${color}[#1c5da9](Customer) specify customer name. who want to make documents for payment * ${color}[#1c5da9](Description) specify job description. to make it easier to come back to find documents in the future ## ${color}[#e45765](Item table) * ${color}[#1c5da9](Document number) specify the document number to be paid. - Invoice (IV) - Credit note (CN) - Debit note (DN) || in case of searching for document number Not found can be caused by many cases, for example, the document has not been approved / the document has been extracted for payment / the system user has no right to see the document of the said party. | 💡 Nested Tip: If check ✓Show all, the unpaid document data will be automatically displayed. Based on customer information * ${color}[#1c5da9](Salesperson) The system displays the name of the salesperson based on the IV/CN/DN document. * ${color}[#1c5da9](SO) SO sales order document number * ${color}[#1c5da9](Due) due date of the document, calculated from the date of receipt of goods/services + credit (days) of the partner + the payment cycle of the company. * ${color}[#1c5da9](Net total) outstanding balance brought forward * ${color}[#1c5da9](Unpaid balance) outstanding balance in this round * ${color}[#1c5da9](Payment) The amount you want to pay. * ${color}[#1c5da9](WHT) Check ✓ if withholding tax is deducted. * ${color}[#1c5da9](Ret.) Retention amount (if any) ## ${color}[#e45765](Withholding tax table) * ${color}[#1c5da9](Type) select withholding type * ${color}[#1c5da9](Description) specify a description. * ${color}[#1c5da9](Service Value) specify the service value before VAT. * ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard. * ${color}[#1c5da9](WHT) value of withholding tax * ${color}[#1c5da9](PND) select type of income tax * ${color}[#1c5da9](Tax payer) select tax payer | 💡 Nested Tip: This table is shown if ✓ is marked in the WHT column. ## ${color}[#e45765](Work guarantee table) * ${color}[#1c5da9](Warranty information) specify details * ${color}[#1c5da9](Duration) indicates the warranty period. * ${color}[#1c5da9](Unit) select day, week, month or year. * ${color}[#1c5da9](Since) specify the insurance start date. * ${color}[#1c5da9](Retention Amount) will be automatically calculated as a pre-VAT x % reference as specified in the partner. * ${color}[#1c5da9](Work Assurance Due) repayment Date Insurance amount ## ${color}[#e45765](Payment Table) * ${color}[#1c5da9](Statement date) The date the payment is written off from the bank account. * ${color}[#1c5da9](Pay by) bank account number * ${color}[#1c5da9](Check number) specify check number In the case of payment by check * ${color}[#1c5da9](Check balance) amount on check * ${color}[#1c5da9](Balance) Check Balance * ${color}[#1c5da9](Check date) Date on check * ${color}[#1c5da9](Note) if applicable * ${color}[#1c5da9](Bank Fee) state Bank Fee (if applicable) * ${color}[#1c5da9](Total) bank account payment ## ${color}[#e45765](GL Accounting Table) * ${color}[#1c5da9](Account code) Chart of accounts bound to product code. and selected partners * ${color}[#1c5da9](Debit) Debit balance * ${color}[#1c5da9](Credit) Credit side balance * ${color}[#1c5da9](CC) Cost Center * ${color}[#1c5da9](Note) if applicable ## ${color}[#e45765](End of document) * ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. * ${color}[#1c5da9](Attachment) attach relevant important documents such as Payment Advice from Bank and Partner Receipt. --- # Link ## ${color}[#e45765](Document in this step will be linked to) * Dashboard : Cash Flow * Trial Balance * Receive journal * Sales tax report * Tax reports are withholding. * Statement of proof of deposit