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:
- 1
-
Click on your username in the upper right-hand corner. Select
Settings.
- 2
-
In the left-hand side menu, select
Receipt Locations.
- 3
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Here, you'll find existing Receipt Locations. To create a new Receipt Location, click on the
New button.
- 4
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Provide a
Name for this Receipt Location.
- 5
-
Make a selection from the
GL Account drop-down menu.
- 6
- Click Save.
This new Receipt Location is now selectable when creating a new Client Payment batch.
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.