--- title: ACCOUNTS RECEIVABLE - New Transaction description:   --- [Skip to content](https://cs.geminilogic.com/en/manual/accounts-receivable-new-transaction#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) # ACCOUNTS RECEIVABLE - New Transaction ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-17-05-32-PM.png?width=51&height=51&name=image-png-Aug-31-2022-07-17-05-32-PM.png) - **Access** - Accounts Receivable List           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-21-2023-12-53-02-7832-PM.png?width=557&height=229&name=image-png-May-21-2023-12-53-02-7832-PM.png) - - Accounts Receivable Details           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-21-2023-12-56-09-6207-PM.png?width=251&height=396&name=image-png-May-21-2023-12-56-09-6207-PM.png) - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-17-11-32-PM.png?width=17&name=image-png-Aug-31-2022-07-17-11-32-PM.png) **New** - select transaction **Type** from the drop-down list - enter or select **Date** - accept or change **Terms** as established in Customer Details - system-assigned **Transaction no.** - option to enter a **Reference no.** - option to enter a **Memo** - enter **Total** and the system will back out the taxes - **Taxes** - option to change / delete tax amounts calculated out of the **Total** - tax settings are established in Customer \> Addresses \> Taxes - **select** from ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-18-41-21-PM.png?width=20&name=image-png-Aug-31-2022-07-18-41-21-PM.png) **Post** / **Post and Review GL** (or Alt+s)     ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-07-19-02-30-PM.png?width=326&height=348&name=image-png-Aug-31-2022-07-19-02-30-PM.png)   ![](https://cs.geminilogic.com/hubfs/image-png-Aug-31-2022-07-18-56-44-PM.png) - - User Settings for this selection - Edit \> User Settings \> Accounts Receivable: - ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Modify GL Transaction** - **Modify Transactions by Default:** - 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[Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - 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