Title
Payments
Tags
Purchase Orders
Bills
Vendors

Payments Page Manual

Payments

The Payments page is designed to manage the flow of financial transactions effectively. It helps in tracking payments made and received, organizing data by payment types, and maintaining accurate records of pending payments.

Payments Overview

2. Features

  • Create Payments: Record new payment transactions with all necessary details.
  • Filter Payments: Locate specific payment records using criteria like type, status, or amount.
Filter Button

3. How to Create a Payment

  1. Access the Page:
    • Ensure you're logged in to the system.
    • Navigate to the Create page under the Payments section.
  2. Input Payment Details:
    • Amount: Enter the payment amount.
    • Payment Type: Choose from vendor, customer, or internal.
  3. Select Customer:
    • Click Select From List under Customer.
    • If not listed, use Add Customer.
  4. Choose Additional Options:
    • Type: Select transaction type.
    • Date: Enter the payment date.
    • Note: Optionally add notes.
    • Reference Number: Enter or choose a reference.
  5. Accounting Information:
    • Journal: Select the appropriate journal.
    • Bank Account: Choose or add a bank account.
    • Currency: Select currency and enter amount.
  6. Is Cheque?:
    • Enable the Is Cheque option if applicable.
    • Upload Files: Attach any required documents.

Save the Payment: Once satisfied, click Save to finalize.

Create Payment Form
Save Payment Screenshot

4. How to Filter Payments

  1. Number: Enter payment number.
  2. Payment Type: Use dropdown to choose the type.
  3. Date Range: Specify using From and To fields.

Actions

  1. Search: Click to apply the filter.
  2. Clear Filters: Reset all applied filters.
Filter Payments Screenshot

5. Navigating Through Entries

  1. Use pagination at the bottom to browse pages.
  2. Set display to show 5 entries per page.
Pagination Controls

6. How to Delete Payments

  1. Select payment records using checkboxes.
  2. Click Delete Selected.
  3. Confirm deletion.
Delete Payments
Confirm Deletion

7. Frequently Asked Questions

  • Q: Can deleted payments be restored? A: No, they cannot be retrieved.
  • Q: What is 'Pending' status? A: Payment not yet finalized.
  • Q: Can I filter by amount? A: Yes, use amount range in filters.

8. Troubleshooting and Support

  • Problem: Cannot save payment. Solution: Ensure all mandatory fields are filled.
  • Problem: Filters not working. Solution: Match data or clear filters.
  • Problem: Cannot delete payment. Solution: Confirm selection before deleting.

For further assistance, contact [email protected].



See also: