Objective: Record a general donation check and a payment for a client invoice.
1. Record General Income (CR):
◦ Navigate to Transactions > Cash > Cash Receipts.
◦ Name: Select an “Other Name” (e.g., “Local Foundation”).
◦ Reference: Enter check number “5566”.
◦ Amount: “1,000.00”.
◦ Distribution: Select a “Grant Revenue” account.
◦ Click Save & New.
2. Record Client Payment (CR-AR):
◦ Click the Client Payments button.
◦ Client: Select “County School District” (created in Module 4).
◦ Amount: Enter the amount of the bill you created in the previous module (e.g., “500.00”).
◦ Apply: Locate the open invoice in the grid and enter “500.00” in the Payment column.
◦ Click Save.