We used to have this feature. The programming improved the database design by changing from payments and receipts being in the same table to payments in one table and receipts in another table. This meant that the code to convert receipts and payments to each other had to go away. However, I hope @…

I think this should be simply solved by adding Copy to... function to payments and receipts.

Copying one to the other would leave you with both, cancelling each other.

That’s correct. If you truly meant to enter payment instead of receipt then it’s two steps. Copy receipt to payment Delete receipt But if you are just reversing transaction (e.g. cash refund from cash sale) then it’s just step 1. I want to see if the problem can be solved by leveraging existing …

I think “Copy to . . .” would work fine. Maybe it would work better for the user than a “Convert.” “Copy to . . .” strikes me as being more flexible than “Convert.” “Copy to . . .” is like cloning from a payment to a receipt or vice versa. So, it is conceptually elegant. I like your solution, @lubo…

I would love to see the “Convert to” button. We have quite a bit of Receipts that need to be changed to Payments. (sloppy bookkeeping but now we have the problem)

i m unable to find copy to button, would you please help me showing by image/screenshot

@Zuhaib_Ji , the developer wrote, “…this should be simply solved…”. He did not say that feature had been implemented yet. It has not. Two posts later, he gave clear instructions on how to accomplish the change.

@Zuhaib_Ji , I think @lubos is talking about implementing a “Copy to” for receipts and payments that would operate similar to the “Copy to” for invoices. Here is an example sales invoice: [Screenshot 1] When you click on “Copy to” you see these choices: [Screenshot 2] So, you see that you can…

Copy to button to payment and receipt screens added in the latest version (21.5.44)

Convert a Payment to a Receipt and Vice Versa

Tut Split this topic June 5, 2021, 12:49pm 13

3 posts were split to a new topic: Receipts/payments copied to same transaction type are blank

Topic		Replies	Views
Receipts/payments copied to same transaction type are blank	4	319	June 5, 2021
Copy to function in receipts and payments	10	627	June 7, 2021
Receipt to payment	4	416	October 13, 2022
Receipt to Payments	3	397	May 31, 2021
Changing cash transaction to bank	11	626	January 18, 2023

Convert a Payment to a Receipt and Vice Versa

Related topics