> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizbone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cash Receipt

Record and manage payments received from clients against invoices or billings. Supports tracking of receipt details, payment history, and change logs.

## Add Cash Receipt

<Steps>
  <Step title="Navigate to Cash Receipt">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Nav.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=76c38a3fc8a6e4004a7a5a159f9c13a7" alt="A AR CR Nav" width="1350" height="706" data-path="images/A-AR-CR-Nav.png" />
    </Frame>
  </Step>

  <Step title="Select Add Cash Receipt">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Add.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=57e9e127c64f7f502c5357250339f123" alt="A AR CR Add" width="1350" height="412" data-path="images/A-AR-CR-Add.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Add-C.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=df7abad62b69980956505acb4d53f4a5" alt="A AR CR Add C" width="1350" height="1154" data-path="images/A-AR-CR-Add-C.png" />
    </Frame>

    Select **Submit** to complete or **Save as Draft** to save the record without submitting. 
  </Step>
</Steps>

## Modify a Cash Receipt

<Steps>
  <Step title="Select an action">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Modify.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=dfd936ec7b2226daffdaf378f275f886" alt="A AR CR Modify" width="1350" height="422" data-path="images/A-AR-CR-Modify.png" />
    </Frame>

    * **Edit:** Update cash receipt details before it is finalized or processed in the billing workflow.
    * **Delete:** Permanently remove a draft cash receipt that has not been submitted for processing.
    * **Cancel:** Cancel a submitted cash receipt  and remove it from the billing workflow while preserving its record for audit purposes.
  </Step>

  <Step title="Confirm the action">
    * **Edit:** Fill in the required information. Select **Submit** to complete or **Save** to exit and save as draft. 
    * **Delete:** Select **Delete** to complete or **Cancel** to exit without saving changes. 
    * **Cancel**: Select **Confirm** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## Review a Cash Receipt

<Info>
  Cash receipts must be in Submitted status before they can be reviewed.
</Info>

<Steps>
  <Step title="Select a cash receipt">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Select-R.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=ad7c3d4bc356ef61b79d1c04a0509ecc" alt="A AR CR Select R" width="1350" height="422" data-path="images/A-AR-CR-Select-R.png" />
    </Frame>
  </Step>

  <Step title="Review and process the record">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Review.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=3796583a0fad3f323289792623d87c3f" alt="A AR CR Review" width="1350" height="1012" data-path="images/A-AR-CR-Review.png" />
    </Frame>

    * **Reject:** The status changes to Rejected and the cash receipt is not posted to the General Ledger.
    * **Post**: The status changes to Posted and the cash receipt is recorded in the General Ledger.
  </Step>

  <Step title="Confirm action">
    * **Reject:** Enter a rejection reason. Select **Reject** to complete or **Cancel** to exit without saving changes. 
    * **Post**: Select **Confirm** to complete or **Cancel** to exit without saving changes. 
  </Step>
</Steps>

## Reverse a Cash Receipt

Reverse the cash receipt by creating an offsetting transaction. The original cash receipt record remains in the system and a reversing entry is recorded in the General Ledger.

<Info>
  The Reverse action is only available for posted cash receipts.
</Info>

<Steps>
  <Step title="Select the Reverse icon">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Reverse.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=dedf8b707e581059c2b12502d5b3d1ac" alt="A AR CR Reverse" width="1350" height="414" data-path="images/A-AR-CR-Reverse.png" />
    </Frame>
  </Step>

  <Step title="Fill in the required information">
    <Frame>
      <img src="https://mintcdn.com/bizbone/Jsy5oFRS7gkIoPr-/images/A-AR-CR-Reverse-C.png?fit=max&auto=format&n=Jsy5oFRS7gkIoPr-&q=85&s=aa403f31f7310cd70783d6432c555f6f" alt="A AR CR Reverse C" width="1350" height="752" data-path="images/A-AR-CR-Reverse-C.png" />
    </Frame>

    Select **Submit** to complete or **Save as Draft** to save the record without submitting. 
  </Step>
</Steps>
