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Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

Payments

Payments
1

Payment ID

1. 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
2

Payment Date

2. Payment Date
Displays the date the payment was generated.  This date can be changed when by clicking in the field and selecting a new date.
Click Save to save the change.
3

Payment Amount

3. Payment Amount
Shows the total amount paid for this payment.
4

Payment Method

4. Payment Method
Displays the selected payment method.
5

Cheque Number

5. Cheque Number
If Cheque is selected as the Payment Method, this field will be enabled to allow you to enter a Cheque number.
6

Invoice Details

6. Invoice Details
Displays the list of Invoices assigned to this payment.  Click X to remove an Invoice from this payment. 
The amount Paid is set when the payment is taken.  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.
If this amount is incorrect then the payment will need to be refunded and a new payment created.
7

Invoice Totals Assigned

7. Invoice Totals Assigned
Displays the total amount assigned for all inovices as entered into the Paid field.
8

Accepted By

8. Accepted By
Displays who generated the payment record, this cannot be changed.
9

Location

9. Location
Displays the Location of the associated Invoice.
10

Credit Amount

10. Credit Amount
Enter any credit into this field.
11

Refunds

11. Refunds
Displays a refund amount if a payment has been refunded.
12

Total Amount Assigned

12. Total Amount Assigned
Displays the total amount assigned for all invoices as entered into the Paid field as well as any credit entered into the Credit Available field.
13

Notes

13. Notes
Enter any associated payment notes here. NB. You must click Edit to enter notes after the payment has been saved.
14

Payment Balance Summary

14. Payment Balance Summary
Displays the total amount assigned for all invoices as well as credit and balances this with the Total Amount paid.
 
15

Add Invoice

15. Add Invoice
Click to add an Invoice to the Payment
 
The Invoice Selector field will display
Check the tickbox of the invoice to Select
Update the amount Allocated to this payment for each invoice
16

Print

16. Print 
Click to Print your payment.
Click the arrow on the print button and press Preview to view a preview of how your payment will look once printed.
17

Refund

17. Refund
Click Refund to refund a payment.
18

Save

18. Save
Click to Save changes to your payment. 
Invoices added to the Payment will be automatically saved without having to click the Save button.
19

Delete

19. Delete
Cancel allows the payment to be cancelled

In addition, the following links also relate to Payments

Creating a Payment for a selected Invoice
Creating a Tyro Payment for an Invoice
Creating a Refund
Creating payments for multiple Invoices
Adding Credit to an Account
Making a Partial Payment