This article explains customer vouchers in Qoyod (receipt and payment vouchers), their practical benefit, and the steps to create a new voucher with clarification of the required data.
Path in Qoyod
Sales › Customer Vouchers › Create Customer Voucher
What are customer vouchers
Vouchers are proof of amounts paid between two parties without allocating them to a specific service or product. They are kept by one of the parties until needed:
- Receipt voucher: proves receipt of a sum of money.
- Payment voucher: proves payment of a sum of money.
Practical example
A contracting company agreed with a customer on an approximate amount for services (for example 20,000) before the total cost became clear. The customer submits a receipt voucher for the approximate amount, and after completing the service the company allocates this voucher to the service invoices. If there is a remaining surplus, it is handled according to the agreement: returned to the customer or kept (it is then called a payment voucher).
Creating a customer voucher
- From the “Sales” dropdown menu, choose “Customer Vouchers,” then click “Create Customer Voucher.” (Or from the sales invoices page, click directly on “Create Customer Voucher.”)
- Fill in the data (see the next section).
- Click “Save.”
Voucher fields
- Reference number: appears auto-sequenced, and can be changed.
- Contact name: selected from the customers list. The recipient’s data appears on the left side of the form.
- Account: the bank or cash account from which the amount will be withdrawn or to which it will be added.
- Voucher type: receipt voucher or payment voucher.
- Description.
- Date.
