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payments_and_receipts:cash_payments [2020/03/29 23:29] – Mark Glover | payments_and_receipts:cash_payments [2021/08/09 03:19] (current) – Mark Glover | ||
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<WRAP center round important 60%> | <WRAP center round important 60%> | ||
- | * When the payments module | + | * Any Supplier Invoice that is finalised // |
- | * Only finalised supplier invoices can have payments entered for them. Use the **File > Finalize supplier invoices** command to finalise all invoices | + | * Therefore, it is important to finalise any Supplier Invoices that have //already// been paid //before// the Payments Module is activated. |
* You cannot pay a supplier more than the total outstanding (as if you'd want to!). This is different to a [[payments_and_receipts: | * You cannot pay a supplier more than the total outstanding (as if you'd want to!). This is different to a [[payments_and_receipts: | ||
</ | </ | ||
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{{ : | {{ : | ||
- | <WRAP info center round 90%> | + | The table of invoices you can enter a payment against is populated with all the finalised invoices |
- | The **Their ref** field label can be customised | + | |
- | </ | + | |
=== Entry steps === | === Entry steps === | ||
- | - Enter the supplier name or code in the Name field. Once you have chosen the supplier, a list of finalised supplier invoices that still have an amount outstanding will be displayed. | + | - Enter the supplier name or code in the Name field. Once you have chosen the supplier, a list of finalised supplier invoices |
- | - Enter a comment about the payment in the Note box. If you leave this blank mSupply(r) will automatically create a note containing a list of the invoices the payment is paying off. | + | - Enter a comment about the payment in the Note box. If you leave this blank mSupply will automatically create a note containing a list of the invoices the payment is paying off. |
- Select the currency you want to pay in. You can only enter payments in one currency at a time so all those invoices that are in a different currency to what you have selected will be greyed out in the list and you will not be able to enter a payment amount against them. | - Select the currency you want to pay in. You can only enter payments in one currency at a time so all those invoices that are in a different currency to what you have selected will be greyed out in the list and you will not be able to enter a payment amount against them. | ||
- The rate stored in mSupply for the particular currency you have selected is displayed in the Rate box. If you wish to use a different rate (e.g. the rate you know the bank will use ) you can change the rate to match it (and the calculated payment amounts will be updated automatically). Note that the rate is set to 1 and is unchangeable if you have selected your local currency. | - The rate stored in mSupply for the particular currency you have selected is displayed in the Rate box. If you wish to use a different rate (e.g. the rate you know the bank will use ) you can change the rate to match it (and the calculated payment amounts will be updated automatically). Note that the rate is set to 1 and is unchangeable if you have selected your local currency. | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||