BeeQube Documentation

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Sales Receipts ​

A Sales Receipt is used when you sell goods or services and receive payment immediately (e.g., retail/POS). It creates a single document that records both the sale and the payment.

When to Use ​

  • Customer pays at the time of sale (cash, card, mobile wallet).
  • For later payment, use the Invoices module instead.

Difference from Invoice

  • Sales Receipt: Marks the sale paid immediately (one step).
  • Invoice: Requests payment later and requires a separate payment entry.

Create a Sales Receipt ​

  1. Go to Sales Receipts → New Receipt.
  2. Customer: Select a customer or choose Cash Sale / Walk-in Customer.
  3. Line Items: Add products/services with Description, Quantity, Rate, and Tax/Discounts (if applicable).
  4. Payment Details:
    • Payment Method (Cash, Card, Bank Transfer, etc.)
    • Deposit Account (e.g., Cash or a Bank account)
    • Amount Received (should equal the receipt total)
  5. Review Subtotal, Tax, Total (auto-calculated).
  6. Click Save & Close or Save & Send (emails PDF to the customer).

Result & Accounting Impact ​

  • The transaction is recorded as paid immediately.
  • AR is not used; funds post directly to the deposit account selected.
  • The customer’s ledger shows a fully paid sale.

Common Actions ​

  • Edit, Duplicate, Email, Download PDF, Print, Delete/Void.
  • Apply branding templates and customize email message.

Tips ​

  • Use Cash Sale / Walk-in Customer for POS-style transactions without customer records.
  • Ensure the deposit account is correct to keep bank/cash balances accurate.
  • If the amount received differs from total (rounding, cash over/short), record the difference using a small rounding/over-short account.