Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| payments_and_receipts:receiving_payments [2020/05/08 14:08] – [Creating cash receipts] Gary Willetts | payments_and_receipts:receiving_payments [2020/05/18 15:03] (current) – [Cancelling payments] 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. | - 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 and customer credits that have unused credit 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 |
| * Note: only finalised invoices are shown. If there are no finalised invoices with outstanding amounts, this alert appears: {{ : | * Note: only finalised invoices are shown. If there are no finalised invoices with outstanding amounts, this alert appears: {{ : | ||
| * 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!) | * 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!) | ||
| Line 87: | Line 87: | ||
| 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! | 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. | + | When you cancel a payment, the transaction that the payment was for is **not** also cancelled i.e. if you cancel a payment of a customer invoice, the customer invoice |
| \\ | \\ | ||
| Line 93: | Line 93: | ||
| | // Previous: | | // Previous: | ||
| ---- struct data ---- | ---- struct data ---- | ||
| + | pagestatus.status | ||
| ---- | ---- | ||