Difference between revisions of "17 Applying Payments"

Latest revision as of 06:26, 18 December 2014

Applying Payments

Can you process a Customer Payment?

In processing a Customer Payment, you may go to Main Screen and select Payment Modules.

Click on Customer Payment button
Fill in Customer/Job, tab on Foreign Currency and select Foreign Currency used on the Invoice
Fill in payment amount
Fill in payment date
Fill in payment method
Fill in reference number
Choose Department and Bank Account, go to Apply column and click Invoice of the customer wish to pay
Fill in Notes
Save to finish transaction

@@ Line 1: / Line 1: @@
-Can you process a Customer Payment?
+'''Applying Payments'''
-In Processing a Customer Payment, you may go to Main Screen and Select Payment Modules, Click on Customer Payment button, Fill in Customer/Job, Tab on Foreign Currency and select Foreign Currency used on the Invoice, Fill in payment amount, Fill in payment date, Fill in payment method, Fill in reference number, Choose Department and Bank Account, Go to Apply column and tick Invoice of the customer wish to pay, Fill in Notes and save to finish transaction.
+'''Can you process a Customer Payment?'''
+In processing a '''Customer Payment''', you may go to Main Screen and select '''Payment''' Modules.
+* Click on '''Customer Payment''' button
+* Fill in '''Customer/Job''', tab on '''Foreign Currency''' and select '''Foreign Currency''' used on the Invoice
+* Fill in payment '''amount'''
+* Fill in payment '''date'''
+* Fill in payment '''method'''
+* Fill in reference '''number'''
+* Choose '''Department''' and '''Bank Account''', go to Apply column and click Invoice of the customer wish to pay
+* Fill in '''Notes'''
+* '''Save''' to finish transaction