How to register a payment and print a receipt

In Winner, from version 12.4a6, it is now possible to register a payment and generate the invoice in one simple step.

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

How to register a payment 

At Project level:

• Left-click to highlight the the desired alternative and click the Invoicing button on the right.

OR

At Alternative level:

• Select Alternative > Invoices and Payments. 

Invoices and payments window

In the Invoices and payments window:

1. An invoice no longer needs to be exported or printed before registering a payment.  
    
   • either prepare the invoice only using the drop-down button - this will create the invoice or, if you prefer
   • then print or export the invoice
     
      
2. Left-click to select the desired invoice in the list and click Register payment.
   
    
3. In the Payment details window, enter the Amount, Payment method and Date and click OK.
    

How to print a receipt 

After registering a payment, users can print a receipt.

In the invoices and payments window, open the Invoice details window, by double clicking the payment line:

1. Select the payment you wish to generate a receipt for and click the Receipt button.
    
2. Enter any required information in the Input date window, then click OK.
    
3. 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 button to preview if required.  

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How to generate and print an invoice