Creating bank receipts

In 1C:Drive, you can create bank receipts to record different business operations.

To view a detailed guide on creating a bank receipt for a specific operation, click the operation name in the table below:

Operation	Document purpose
Payment from customer	Record a payment from a customer for goods or services provided by your company.
Refund from supplier	Record a payment from a supplier for returned products, or a partial return of money paid to a supplier due to a correction of a product or service price.
Return from advance holder	Record a return of an advance payment made to an employee.
Foreign currency acquisition	Record a purchase of foreign currency. Select this operation if you want to register the amount of foreign currency that you have bought. This operation is available if the Foreign exchange accounting checkbox is selected in Settings > Cash management, under Currencies.
Taxes	Record a tax refund received by your company.
Other	Record a received payment that does not fit any other category.
Loan repayment by employee	Record a loan that an employee repays to your company.
Loan repayment by counterparty	Record a loan that a counterparty repays to your company.
Loan borrowed	Record a loan provided to your company.
Miscellaneous payables and receivables	Record a payment received from a counterparty that is neither a customer nor a supplier for a company (the Other relationship checkbox is selected in the counterparty's general info). For example, a deposit return from Customs.
Payment from third party	Record a payment that a third party makes on behalf of your company's customer. Such payments must be based on sales invoices with the Third-party payment checkbox selected.
Payout from payment processor	Record a payment received from a payment processor. This operation is available if the Use payment processors checkbox is selected in Settings > Cash management, under Payment processors.

The following link can be displayed at the bottom of the bank receipt:

Link

Description

Create Advance payment invoice

A link for creating a tax invoice issued. This document is required for registering VAT on advance payments.

The link is shown if your company’s accounting policy states that advance payment invoices are required for registering VAT entries on advance payments (on the accounting policy's Finance tab, Register VAT entries on advance payments with is set to Advance payment invoices).

The link is applicable if the payment details include a line with the Advance payment checkbox selected.

You can create a bank receipt from scratch or generate it from one of the following documents:

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