Payment Screen

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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


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.


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