Vouchers

Overview

Vouchers are used to record financial transactions such as payments and receipts outside of sales invoices.

Types of Vouchers

Creating a Voucher

1. Go to Financial → Vouchers
2. Click "New Voucher"
3. Select voucher type
4. Add entries (Debit/Credit)
5. Save and post voucher

Posting/Unposting

Vouchers must be posted to be reflected in reports:

• Post - Make voucher active and update balances
• Unpost - Reverse a posted voucher (with proper permissions)

Linking to Invoices

For receipt vouchers, you can link to outstanding customer invoices:

1. Create receipt voucher
2. Select customer
3. Click "Get Outstanding Invoices"
4. Select invoices to link
5. Save voucher

Related Documentation

• Reports - Financial reports
• Customers - Customer management