Payments

How to record a payment?

To record a payment follow the below mentioned steps:

1.	Click on the Accounts menu > select Payments;

2.	Click on the New button on the top left corner of the Grid;

3.	Payment pop-up window will open as shown below in image-1. Enter the payment particulars;

4.	Click on the New button on the top left corner of the Grid inside the Payment pop-up window. Add Item pop-up window will open as shown in image-2;

5.	Select the Docket No., Invoice No. from the drop down menu, and enter the payment amount; Click on "Update" button on Add Item pop-up window;

6.	Click on SAVE button on Payment pop-up window.

Note:

1.	You cannot make any payment if there is no inward invoice pending.

2.	Payment amount should not be more than the invoice amount.

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(Image-1)

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(Image-2)

How to edit a payment?

To edit a payment follow the below mentioned steps:

1.	Click on the Accounts menu > select Payments;

2.	Click the edit icon on the intended payment row that you want to edit;

3.	Payment pop-up window will open as shown below in image-3. Edit the payment details;

4.	Click on SAVE button.

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(Image-3)

How to delete a payment?

To delete a payment follow the below mentioned steps:

1.	Click on the Accounts menu > select Payments;

2.	Click the delete icon on the intended payment row that you want to delete.