Direct payment (order reception)

Order > Order reception

Cash payments (direct payments) can be registered in this section, and receipts can be previewed and printed.

Note:

Opter is not a cash register. The function for registering direct payments is only there to help 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 Amount field.
In order to preview and print receipts, there must be a report/template for receipts. For more information, see Reports (window). If that is available, select it from the Receipt - direct payment drop-down list in the Reports tab of the office settings, then click to save.

Function	Description
Amount	The size of the cash payment, i.e. the price of the order including VAT.
Payment date	Today's date is preset, but a different date can also be chosen.
Account	Select the account to which the payment will be booked in the accounts.
Register Payment (button)	After selecting Account in the drop-down list above, click on the Register Payment button. A popup appears, in which 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 in the order check, see Columns in the order check). Then search for orders (based on the appropriate criteria) and filter the Receipt number column by entering the receipt number of interest under "Is equal to" and clicking the Filter button. Then only the row with that receipt number is displayed and it can be seen to which order the receipt belongs (in the Order number column).
	Click on the icon if you want to preview the receipt.
	Click on the icon to print the receipt.
	Click on the icon to delete the receipt.