Difference between revisions of "How do I allocate a payment to an invoice?"
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==Summary== | ==Summary== | ||
This article will explain how to "Allocate" a "Payment" to an "Invoice". | This article will explain how to "Allocate" a "Payment" to an "Invoice". | ||
==More Information== | ==More Information== | ||
| − | Go to {{Menu | + | Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. |
| − | * | + | * Enter the {{DataPrompt|Customer:}} or {{DataPrompt|Supplier:}} you need to do the allocation on and select {{Button|Select}}. |
| − | + | * Move to the "Invoice" that you want to "Allocate" and {{KeyPress|F}} for Full. | |
| − | * Move | + | * Move to the "Payment" that you want to "Allocate" and {{KeyPress|F}} for Full. |
| − | * Move | + | * Select {{Button|Done}}. |
| − | * | + | * In the {{DataPrompt|Cheque no./Comment:}}, enter {{DataValue|Allocated}} and the invoice number. |
| − | * In the {{DataPrompt|Cheque | + | * For the {{DataPrompt|Payment centre:}} enter {{DataValue|Z990}} for the "Suspense Account". |
| − | + | * Select {{Button|Done}} and {{Button|Accept}} and the "Allocation" is complete. | |
| − | {{ | + | {{Information|text=The Amount in {{DataPrompt|Total payments:}} should equal zero.}} |
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== See also == | == See also == | ||
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* [[How do I Adjust the Centre on a Transaction?]] | * [[How do I Adjust the Centre on a Transaction?]] | ||
* [[How do I Adjust the Date on a Transaction?]] | * [[How do I Adjust the Date on a Transaction?]] | ||
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* [[Why is my System Posting Items on the Wrong Date?]] | * [[Why is my System Posting Items on the Wrong Date?]] | ||
Revision as of 15:27, 20 March 2014
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article will explain how to "Allocate" a "Payment" to an "Invoice".
More Information
Go to " Sales Ledger Receipts" or " Purchase Ledger Payments".
- Enter the "Customer:" or "Supplier:" you need to do the allocation on and select [Select].
- Move to the "Invoice" that you want to "Allocate" and <F> for Full.
- Move to the "Payment" that you want to "Allocate" and <F> for Full.
- Select [Done].
- In the "Cheque no./Comment:", enter 'Allocated' and the invoice number.
- For the "Payment centre:" enter 'Z990' for the "Suspense Account".
- Select [Done] and [Accept] and the "Allocation" is complete.
 | The Amount in "Total payments:" should equal zero. |
See also
- How do I Adjust the Centre on a Transaction?
- How do I Adjust the Date on a Transaction?
- Why is my System Posting Items on the Wrong Date?
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