Direct payment (order reception)

Order > Order reception

In this section, you can register cash payments (direct payments), as well as preview and print receipts.

Note:

Opter is not a cash register. The function for recording direct payments is only there to help you avoid accidentally sending an invoice to a customer who has already made a direct payment.

If the Direct payment section is not displayed or if it should be placed elsewhere in order reception, this can be set up. For more information, see Arranging the sections in order reception.

Conditions

In order to register a cash payment, the invoice status of the order must be To be invoiced.
It is only possible to register a cash payment for the full amount, i.e. the price of the order including VAT. The total is displayed in the field Amount.
In order to preview and print receipts, there must be a report/receipt template. For more information, see Reports (window). Once you have it, select it from the Receipt - direct payment drop-down menu in the Reports tab of the office settings, then click to save.

Function	Description
Amount	The amount of the cash payment, i.e. the price of the order including VAT.
Payment date	Today's date is preset, but you can choose another date.
Account	Select the account where the payment will be booked.
Register Payment (button)	Once you have selected Account in the drop-down menu above, you can click on the Register Payment button. A pop-up window will appear where you confirm that you want to register a payment by clicking on Yes.
Receipt no	The receipt number is displayed when the cash payment (direct payment) is registered. Tip As of Opter 2024.12.00, the following possibility exists: Search for the receipt number in the order check by adding the Receipt number column. (For instructions on how to add a column to the order check, see Columns in the order check.) You can then search for orders (based on the appropriate criteria) and then filter the Receipt Number column by entering the receipt number you are looking for under "Is equal to" and clicking on the Filter button. Then only the row with that receipt number is displayed and you can see which order the receipt belongs to (in the column Order number).
	Click on the icon if you want to preview the receipt.
	Click on the icon to print the receipt.
	Click on the icon if you want to delete the receipt.