Payment Screen

Top  Previous  Next

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

WorkshopStock ItemsSupplierCustomerQuotesLedgerInvoiceEmployeecompanyFileSales OverviewGift CardInvoice OptionsInvoice ExtraRecurring Invoice LookupCashUpNew Credit NoteCredit Note LookupInvoice LookupNew InvoiceInvoice_Main_Menu

                          Arrow_Blue

The Payment screen:

Select the Payment button or press the F8 key.

ProcessCancel InvoicePayment TypeCustomer TabItems TabOn Account3rd PartyDirect BankLoyalty pointsVoucherExtraDiscount RulesInvoice_Payment_Tab

 

Payment Type

Fill in the amounts how the customer paid the invoice, e.g. cash, cheque, credit card etc

Discount %

You can fill in a discount % (use - [minus] if you want to add an amount to the invoice, e.g. a surcharge on fuel etc.).

The default contra account is the Sales Account. You can change it in Ledger > Account Options > Default Tab

Process F9

Click to process the invoice.

Rounding

Set it under Invoice Options.

Voucher No.

If the customer pays with more than one voucher, separate the voucher numbers with a comma (,).Gift Cards

3rd Party Finance Amt

Amount financed.

3rd Party - Provider

To add the providers go to Invoice > Extra > 3rd Party Finance Providers