Payment ID
Displays the Payment ID number, please note this number is automatically generated but you can set your next Invoice ID and Payment ID under System > Options > Invoices > Invoice Numbering Options
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Payment Date
Displays the date the Payment was generated. This date can be changed by clicking Edit and selecting a new date.
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Payment Amount
Shows the total amount paid for this payment.
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Payment Method
Displays the selected payment method.
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Cheque Number
If Cheque is selected as the Payment Method, this field will be enabled to allow you to enter a Cheque number.
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Add Invoice
Click to Add an Invoice to the payment. Only Outstanding Invoices associated with that Client or Third Party Biller will be displayed.
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Invoice Details
Displays the list of Invoices assigned to this payment. Click X to remove an Invoice from this payment. Enter the amount Paid from this Payment into the Paid from this Payment field. For example, the inovice amount may be $100 but you may only be paying $50 from this Payment off this Invoice and the rest of the payment might be assigned to another invoice.
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Invoice Totals Assigned
Displays the total amount assigned for all inovices as entered into Paid from this Payment.
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Accepted By
Displays who generated the payment record, this cannot be changed.
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Location
Displays the Location of the associated Invoice.
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Credit Amount
Enter any credit into this field.
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Total Amount Assigned
DIsplays the total amount assigned for all invoices as entered into Paid from this Payment as well as any credit entered into the Credit field.
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Notes
Enter any associated payment notes here. NB. You must click Edit to enter notes after the payment has been saved.
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Payment Balance Summary
Displays the total amount assigned for all invoices as well as credit and balances this with the Total Amount Paid.
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Preview
Click Preview to view a preview of how your payment will look once printed.
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Print
Click to Print your payment.
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Edit
Click Edit to make any changes to your payment.
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Save
Click to Save changes to your payment. NB. You must click Edit to enable the Save button.
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Cancel
Click Cancel to disregard changes to your Payment. NB. You must click Edit to enable the Cancel button.
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Delete
Click to Delete the Payment from the syste. NB. You must click Edit to enable the Delete button.
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