How to create Advance Receipt document in Adempiere Retail

An Advance Receipt is a document or entry created when a customer pays money in advance before receiving the product or service.

User Access

Who Can Access

• Admin
• Back Office
• Purchase Manager
• Manager

What User Can Do

• Create an advance receipt when a customer pays in advance.
• Record customer details and the amount received.
• Print or save the advance receipt.
• Use/adjust the advance amount later when the final bill is generated.
• Cancel/void an advance receipt (if wrong entry or customer cancels).
• View past advance receipts for tracking and reconciliation.

Pre-Requisite Activities

• Customer details are available in the system (Customer must be created/selected).
• Valid payment modes are configured (Cash/Card/UPI/Wallets).
• User has permission to create/edit/void advance receipts.
• POS terminal or billing system is connected and active.
• Tax rules and item details are properly set in the system.

Business Rules

• Advance amount must be > 0.
• Receipt cannot be created without selecting a customer.
• Once advance is used in billing, it cannot be reversed.
• Cancellation of advance receipt may need supervisor approval.
• Mode of payment must be selected before saving.
• Advance amount should appear in day-end cash settlement.

User Interface

STEP 1: To click a POS screen.

STEP 2: To open the POS screen.

STEP 3: Once to open the POS screen to click a Alt+A Advance order.

STEP 4: Once to click a Advance order if customer mandatory is on to show the Customer entry box.Then to enter a any of these parameter to show the customer details.

STEP 5: To enter a product code,ean no,product name or letters to search product.Once to enter a product to show the popup to enter a Sales Rep value and RNo value to click a check box.

STEP 6: Once to enter a products to click a f4 button(payment option) to show the advance payment window.To enter a advance Pay amount then to click a check box.

STEP 7: To click a Advance Receipt screen.

STEP 8:Once to complete the Advance order in POS to synch the document in advance receipt screen.

STEP 9: Once to show the document to click a print option.

STEP 10: To show the Advance Receipt Print.