Differences

This shows you the differences between two versions of the page.

--- payments_and_receipts:receiving_payments [2020/05/07 12:07] – Gary Willetts
+++ payments_and_receipts:receiving_payments [2020/05/08 13:53] – [Creating cash receipts] Gary Willetts
@@ Line 31: / Line 31: @@
   - Enter the customer name or code into the first field and press //Tab//. You will be shown a list if there is more than one matching entry for what you have typed.
-  - Once a customer is chosen all (customer) invoices that have unpaid amounts for that customer will be listed.
+  - Once a customer is chosen all (customer) invoices that have unpaid amounts and customer credits that have unused credit for that customer will be listed.
      * Note: only finalised invoices are shown. If there are no finalised invoices with outstanding amounts, this alert appears: {{ :payments_and_receipts:alert_1.png?450 }}
-     * If you wish to receive a payment and there are no invoices available to record the payment against, you can either record the amount as an overpayment (see below) or click **Cancel** and finalise the invoices that are being paid, then restart the payment process (If the customer is paying you it most likely means they agree with the invoice and it is OK to finalise it!)
+     * If you wish to receive a payment and there are no invoices available to record the payment against, you can either record the amount as an overpayment (see below) or, if the invoices requiring payment are in mSupply but not showing here, click **Cancel** and then finalise the invoices to make them show in the payment window, then restart the payment process (If the customer is paying you it most likely means they agree with the invoice and it is OK to finalise it!)
   - Enter the cheque number or similar in the //Their ref// field and a note in the //Note// field if you want to.
   - Select the currency of the payment you are receiving (your home currency will be chosen by default). Any invoices that are in currencies different to the one selected are disabled and cannot have a payment entered against them. If you are receiving a payment in a currency other than your home currency you can manually adjust the conversion rate that mSupply uses by entering the rate you want to use in the //Rate// field.
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 ===== Cancelling payments =====
-All payments, whether they are for prescriptions or customer invoices will appear in the
+All payments, whether they are for prescriptions or customer invoices will appear in the cash receipts list described in the [[payments_and_receipts:receiving_payments#viewing_cash_receipts|Viewing cash receipts]] section above.
+If you wish to cancel one (because it was a mistake or the customer brings the goods back), select it in that list and click on the **Cancel** button above the list:
+{{ :payments_and_receipts:cash_receipt_list_cancel.png?600 |}}
+You will be asked to confirm that you want to cancel the selected payment - make sure you have selected the right one and you really want to do it because you can't undo the cancellation once it's done!
+When you cancel a payment, the transaction that the payment was for is **not** also cancelled.
 \\