How Do I Set Up Receipt Locations?
In Discovery, Receipt Locations are distinct physical locations where you may receive payment for Client Invoices. Each Receipt location must be associated with a GL (General Ledger) Account.
Note: A separate action to create GL Accounts is necessary before they can be associated with a Receipt Location. GL Accounts are either manually created or auto-populated into Discovery through Accounting Integration. For more information, please review the How Do I Set Up a GL Account, Quickbooks Online Integration, or Quickbooks Desktop Integration documentations.
A Receipt Location is used to establish where a payment was made when a new Client Payment batch is created. To set up Receipt Locations, please follow these steps:
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Click on your username in the upper right-hand corner. Select Settings.
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In the left-hand side menu, select Receipt Locations.
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Here, you'll find existing Receipt Locations. To create a new Receipt Location, click on the New button.
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Provide a Name for this Receipt Location.
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Make a selection from the GL Account drop-down menu.
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- Click Save.
This new Receipt Location is now selectable when creating a new Client Payment batch.
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If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.