How to register a payment and print a receipt

In Winner, to register a payment and creating a receipt, users must first generate an invoice.

For more information, see How to generate and print an invoice.

How to register a payment 

How to access

At Project level:

• Left-click to highlight the the desired alternative and select Alternative > Invoices and Payments.

At Alternative level:

• Select Alternative > Invoices and Payments. 

Invoices and payments window

In the Invoices and payments window:

1. Left-click to select the desired invoice and click Register payment.
   Note: For more information, see Invoices and payments.
   
   
2. In the Invoice details window, under Payments, enter the Date, Amount and Payment method.
   Note: For more information, see Invoice details.

How to print a receipt 

After registering a payment, users can print a receipt.

In the Invoice details window:

1. Click Receipt.
    
2. In the Input date window, enter the necessary information in the field and click OK.
    
3. In the second Input date window, confirm the date the invoice was sent and click OK. 
   
   
4. In the Select form: Receipt window, select the desired form. Users can now:
   
   
   • Click Print to print a hardcopy of the receipt.
     
     
   • Click Send E-mail to send an email with the receipt attached as a .pdf file.
     
     
   • Click Export PDF to create a .pdf file of the receipt.
     
     Note: Click Preview box to preview if required.  

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How to generate and print an invoice