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 | + | This article will explain how to allocate a payment to an invoice. |
== More Information == | == More Information == | ||
Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | Go to {{Menu|{{SL}}|Receipts}} or {{Menu|{{PL}}|Payments}}. | ||
− | * Enter the {{DataPrompt|Customer | + | * Enter the {{DataPrompt|Customer}} or {{DataPrompt|Supplier}} |
− | * Move to the | + | * Move to the Invoice that you want to allocate the payment to and either press {{KeyPress|F}} for Full if the whole balance is being settled else enter the amount to mark as paid. |
− | * Move to the | + | * Move to the Payment that you want to allocate and press {{KeyPress|F}} for Full or enter the amount to use (make sure you enter a minus). |
− | * | + | |
+ | {{Information|text=The amount shown in the bottom right of the screen should equal zero.}} | ||
+ | |||
+ | * Click{{Button|Done}}. | ||
* In the {{DataPrompt|Cheque no./Comment:}}, enter {{DataValue|Allocated}} and the invoice number. | * In the {{DataPrompt|Cheque no./Comment:}}, enter {{DataValue|Allocated}} and the invoice number. | ||
− | * For the {{DataPrompt|Payment centre | + | * For the {{DataPrompt|Payment centre}} enter {{DataValue|Z990}} - Suspense Account. |
− | * | + | * Click {{Button|Done}} and {{Button|Accept}}. |
− | |||
− | |||
== See also == | == See also == |
Revision as of 13:18, 12 May 2021
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"
- Move to the Invoice that you want to allocate the payment to and either press <F> for Full if the whole balance is being settled else enter the amount to mark as paid.
- Move to the Payment that you want to allocate and press <F> for Full or enter the amount to use (make sure you enter a minus).
The amount shown in the bottom right of the screen should equal zero. |
- Click[Done].
- In the "Cheque no./Comment:", enter 'Allocated' and the invoice number.
- For the "Payment centre" enter 'Z990' - Suspense Account.
- Click [Done] and [Accept].
See also
- How do I adjust the centre on a transaction?
- How do I adjust the date on a transaction?
- Why are document items being posted on the wrong date?