Definition: What is it?

The default screen is 'Find Payment' which allows the user to search for and view the details related to a payment transaction. Specific search criteria can be entered as a filter to locate the payment quickly.

Payments can be incoming or outgoing and the demo data contains a list of payment type descriptions that describe the reason for the payment in more detail (eg Customer Deposit, Tax Payment, Commission Payment etc).

What is it used for?

It is used to locate existing payments that have been created automatically by the system or manually by the user. There are links from this page that can be used to do the following:

  • Create a new incoming or outgoing payment
  • Find Sales Invoices by due date (NOTE TO CHECK: that have not been totally paid and need to be matched to an incoming payment.......?????)
  • Find Purchase Invoices by due date (NOTE TO CHECK: that have to be paid by a specific date.......????)

What's on the screen?

To do
 

How do I view all payments?

Example: To view all invoices

  1. Press the 'Search' button to view all payments.

How do I locate an existing payment?

Example: To locate an existing payment.

  1. Enter the 'Payment ID' if known
  2. Enter a word from the payment comments in the 'Comments' field if known (NOTE TO CHECK: Should this be payment description....??)
  3. Enter the 'Payment Type Id' if known
  4. Enter the 'From Party Id' if known (NOTE: In most cases for an incoming payment this will be the customer party id)
  5. Enter the payment amount in the 'Amount' field if known
  6. Enter some details from the payment reference number in the the 'Reference No' field if known
  7. Enter the status of the payment in the 'Status Id' field if known
  8. Enter the 'To Party Id' if known (NOTE: In most cases for an incoming payment this will the the customer party id. For outgoing payments this will be the supplier id, or customer id for a refund)
  9. Press the 'Search' button to view all payments
  10. All payments that meet the search criteria will be displayed.
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