Bypassing AR

Overview

GoldFinch allows you to create and post a Customer Receipt without using a Sales Invoice and Accounts Receivable (AR) Account.

Steps

Navigate to Setup → Object Manager → Customer Receipt → Field Sets → EditReceiptGeneralSection.

Then, add the following fields to the fieldset:

• Bypass AR

• Revenue GL Account

When creating a Customer Receipt, select Bypass AR, then select a Revenue GL Account.

After you post the Customer Receipt, the following GL Entries will be created.