Marking a sales receipt as delivered

After you create a sales receipt and the customer has received the goods or services, you can mark the receipt as delivered. This updates the receipt status to show that fulfillment is complete.

Before you start

• The sales receipt must already exist and be saved in the system.
• The customer has received the items or services on the receipt.
• You must have permission to update receipt statuses.

Steps

1. Go to Sales Receipts Open in Usystems and find the receipt you want to mark as delivered.

2. Click on the receipt to open it.

3. Look for a status field or delivery section on the receipt. The current status is usually shown near the top or in a dedicated Status or Fulfillment area.

4. Click the button or option to change the status to Delivered (the label may vary; look for options like "Mark as Delivered," "Complete," or "Fulfill").

5. If prompted, confirm the delivery date. The system will default to today's date, but you can change it if the delivery happened on a different day.

6. Click Save or Confirm to record the delivery.

Accounting impact

Marking a receipt as delivered is a fulfillment action—it does not directly affect your accounting records. However, it does update the receipt's status in your system, which may trigger reporting or workflow automations. For example, some reports filter by delivery status, or a follow-up task may be triggered when delivery is complete.

Tips & common mistakes

• Delivery date is different from payment date: A customer may pay a receipt today but receive the goods tomorrow (or vice versa). Make sure you set the correct delivery date when you mark it delivered.
• Cannot mark as delivered: If you don't see a delivery option on the receipt, your system may not have delivery tracking enabled for sales receipts, or you may not have permission to update the status. Contact your system administrator.
• Partial delivery: Usystems does not track partial deliveries (when some items are delivered now and others later). If you deliver items in batches, you will need to either mark the entire receipt as delivered once all items arrive, or record separate receipts for each batch.
• Reversing a delivery: If you marked a receipt as delivered by mistake, you may be able to change the status back to unpaid or pending. Contact your administrator if you need to undo a delivery mark.