payments_and_receipts:cash_payments

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payments_and_receipts:cash_payments [2020/03/29 23:29] – Mark Gloverpayments_and_receipts:cash_payments [2021/05/10 05:50] – [11.01. Payments to suppliers] Mark Glover
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-  * When the payments module is activated, each supplier invoice will have its amount outstanding recorded (the amount left to pay to the supplier). Any invoices finalised before the module is activated have their outstanding amount set to zero, so will not show for payment. +  * Any Supplier Invoice that is finalised //after// the Payments Module is activated will have its **amount outstanding** recorded (the amount left to pay to the supplier). Payments can then be entered against those Supplier Invoices. 
-  * Only finalised supplier invoices can have payments entered for them. Use the **File > Finalize supplier invoices** command to finalise all invoices or view invoices (**Suppliers >  Show supplier invoices**) and finalise them individually once all the details are correct.+  * Therefore, it is important to finalise any Supplier Invoices that have //already// been paid //before// the Payments Module is activated.   Any Supplier Invoices finalised //before// the Payments Module is activated will have their **amount outstanding** set to zero, and so will not show for payment.  Use the **File > Finalize supplier invoices** command to finalise all invoices.  Or, view invoices (**Suppliers >  Show supplier invoices**) and finalise them individually once all the details are correct.
   * You cannot pay a supplier more than the total outstanding (as if you'd want to!). This is different to a [[payments_and_receipts:receiving_payments|cash receipt]], where you can accept an overpayment from a customer.   * You cannot pay a supplier more than the total outstanding (as if you'd want to!). This is different to a [[payments_and_receipts:receiving_payments|cash receipt]], where you can accept an overpayment from a customer.
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 The **Their ref** field label can be customised in the preferences to be anything you want. Please see [[preferences:general#label_for_field_on_cash_payment_or_receipt|General preferences]] for more details. The **Their ref** field label can be customised in the preferences to be anything you want. Please see [[preferences:general#label_for_field_on_cash_payment_or_receipt|General preferences]] for more details.
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 +
 +The table of invoices you can enter a payment against is populated with all the finalised invoices in the store you are currently logged into (in all currencies).
 === Entry steps === === Entry steps ===
    
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 |  //  Previous:  **[[payments_and_receipts: |11. Payments and Receipts]]** | | Next: **[[payments_and_receipts:receiving_payments|11.02. Receiving payment from customers]]** //  | |  //  Previous:  **[[payments_and_receipts: |11. Payments and Receipts]]** | | Next: **[[payments_and_receipts:receiving_payments|11.02. Receiving payment from customers]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2021/08/09 03:19
  • by Mark Glover