Reviewing related records: payments, refunds and inventory movements

A sales receipt is often linked to other transactions—payments made on it, refunds issued, and inventory movements. These are shown in related-record tabs on the receipt detail page, letting you verify that money, goods, and accounting have all been handled correctly.

Where to find related tabs

1. Go to Invoices → View all sales receipts
   Open in Usystems

2. Click the receipt you want to review.

3. On the detail page, scroll down. You will see several tabs below the receipt totals.

Common related tabs

Payments

This tab shows all payments received on the receipt.

• What you see: Date, amount, payment method (cash, check, credit card, bank transfer, etc.), and payment status.
• What it tells you: Whether the receipt has been fully paid, partially paid, or not paid at all.
• What to check: If the total payments match the receipt total, and that the payment dates are correct.
• Action: Click a payment to view or edit details. You can also add a new payment from this tab.

Refunds

This tab lists all refunds issued against the receipt.

• What you see: Refund date, items refunded, refund amount, and refund status.
• What it tells you: Which portions of the receipt have been returned.
• What to check: That refund quantities match what the customer actually returned, and that refund amounts are correct.
• Action: Click a refund to view or delete it. You can also create a new refund from this tab.

Inventory Movements

This tab shows all stock movements tied to the receipt—items sold out and (if refunded) items restocked.

• What you see: Item name, warehouse, quantity out (negative number = sold), quantity in (if refunded), and movement date.
• What it tells you: Which warehouse the goods were drawn from, and whether refunded items were returned to the same location.
• What to check: That quantities match the receipt, and that goods went to the correct warehouse if refunded.
• Action: Usually read-only; movements are created automatically when you save the receipt or refund.

Other possible tabs

Depending on your system configuration, you may also see:

• Costs – Any operational costs (delivery, commission, installation) allocated to this receipt.
• Attachments – Any files uploaded or linked to the receipt (if your system supports this).
• Audit trail – A log of all changes made to the receipt (creation, edits, deletions).

Tips for reviewing related tabs

• Do this before refunding or deleting. Always check the Payments and Refunds tabs before taking action on a receipt, so you don't accidentally lose data.
• Cross-check the numbers. If the sum of payments does not match the receipt total, or if refunded quantities don't match inventory movements, there may be a data error. Contact your manager.
• Use as an audit trail. These tabs form a complete audit of the receipt's lifecycle from sale through payment to refund or deletion.
• Inventory movements can help with stock reconciliation. If you are doing a physical count, use the Inventory Movements tab to verify that your system matches reality.