Deal Sold – Receipt Voucher
2025-01-16
Overview
A Deal Sold Receipt Voucher is created when an agent successfully sells a deal/unit and the customer pays the initial booking amount.
This voucher records the money received and updates the Deal Receivable and Customer Ledger accordingly.
It helps maintain an accurate financial trail from the point of sale until full payment completion.
Scenario
A customer finalizes a unit/plot/home deal through an agent and pays the booking amount.
The received amount is posted using a Receipt Voucher → Deal Sold type.
Accounts Impact
| Account | Debit | Credit |
|---|---|---|
| Cash / Bank | ✔ | |
| Deal Receivable | ✔ |
Steps
1. Open Deal Sold Receipt Voucher
Navigate to Vouchers → Receipt Voucher → Deal Sold.
- Select the deal sold / unit reference
- Choose payment method (cash, bank transfer, cheque)
- Enter customer information
Once saved, the voucher instantly updates your receivable and cash ledger.
2. Enter Booking Amount
Record the initial payment made by the customer during deal confirmation.
- Ensure deal ID, agent name, and customer name are correctly selected
- Match booking amount with deal documentation
This ensures your finance and CRM remain aligned across all modules.
Practical Examples
1. Example 1 – Booking Received from Customer
Customer books a 5-marla plot and pays PKR 150,000 as booking amount.
- Debit → Cash/Bank: 150,000
- Credit → Deal Receivable: 150,000
This amount reduces the outstanding receivable for the deal.
2. Example 2 – Partial Payment Against a Sold Deal
Customer pays PKR 50,000 as second installment of the deal.
- Debit → Bank: 50,000
- Credit → Deal Receivable: 50,000
This continues the financial trail from booking to completion.