Receipts in JobBag

Receipts in JobBag

Use this process whenever money is received into your bank account. Receipts in JobBag can be applied in three ways:

1. Allocate against outstanding client invoices
2. Credit a client account to be offset later against an invoice
3. Receipt money without a client invoice, allocating it to a job or overhead income

Steps to Create a Receipt

1. Navigate to: Accounts > Create Receipts

   Choose the type of receipt:

   • Against outstanding invoices: Apply payment to one or more existing client invoices.
   • Credit client account: Temporarily hold funds on the client’s account until an invoice is raised.
   • Allocate to a job or overhead income: Record income not yet associated with a specific invoice.