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    Edit a Cashbook Receipt

    Whilst a receipt is unposted, changes can be made to it.

    To open an Uposted Cashbook Receipt, from the Cashbook Receipts window select the Edit pencil at the right of the row.  


    • The Toolbar shows the receipt number and Unposted status
    • The payment details display with the Payer being the active field 
    • Existing line items previously applied display along with the Balance to Distribute

    Changes can be made to payment details and / or line details.  Edit the relevant fields to update the Receipt.  

    Add a new Line

    Select +Add Line to add new GL Account details to the receipt.

    Edit an existing Line

    Click on a line to activate entry fields. Make the required changes to the fields and Save.

    Delete a Line

    Select the tick box beside the relevant row. The Delete icon appears. Click to delete.

    After changes are made, the receipt can continue to be held or Posted.

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