Creating and Deleting Payments Received

Follow

In this article, we will look at creating and deleting Payments Received

Creating Payments Received

  1. In the left navigation menu, go to Sales > Payments Received

    blobid0.png

  2. This takes you to the Payments Received page

    blobid1.png

  3. Click the Create button at the top right of your screen

    blobid7.png

  4. This takes you to the Create Payment Received page

    blobid8.png

  5. You will be asked to enter the following:
    1. Customer: When you enter the customer name, you will see all unpaid invoices for that customer

      blobid9.png

    2. Reference 
    3. Credit Note Date
    4. Amount: The amount you want to pay the customer, it can be applied to multiple invoices

      blobid10.png

    5. Payment Number
    6. Deposit To: The bank account
    7. Payment Mode
    8. Auto-apply amount in excess to future invoices based on Recurring Invoices
    9. Notes
  6. Click Create when you have entered the details 

    blobid11.png

Deleting Payments Received

  1. Click the check box next to a payment received. You can select multiple at a time

    blobid12.png

  2. You will see the Bulk Actions button at the top left of your screen

    blobid13.png

  3. Select Delete from the dropdown

    blobid14.png

    Note: If the payment is related to an invoice or journal that has a matched or reconciled transaction, it will not be deleted. You will first remove payments from the Payment Received, un-match and un-reconcile related transaction.
  4. On successfully deleting a payment received, you will see a success message

    blobid15.png

 

 

Comments

0 comments
Please sign in to leave a comment.