payments_and_receipts:receiving_payments

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payments_and_receipts:receiving_payments [2020/05/07 13:23] – [Cancelling payments] Gary Willettspayments_and_receipts:receiving_payments [2020/05/18 15:03] (current) – [Cancelling payments] Gary Willetts
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   - 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 (customerinvoices 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 **in the store you are currently logged into** 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 }}      * 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.   - 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.   - 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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   - You have a number of choices to allocate payment amounts to the various invoices:   - You have a number of choices to allocate payment amounts to the various invoices:
     * Click on the //Distribute// button.      * Click on the //Distribute// button. 
-      * This will allocate payment to the top invoice first and work its way down the other invoices until the payment is all allocated (note that disabled invoices in a different currency are ignored). +      * This will allocate payment to the top invoice first and work its way down the other invoices until the payment is all allocated (note that disabled invoices in a different currency are ignored). Note that the negative amounts on any customer credits are added to the amount to distribute before the distribution begins.
       * If the amount being received is not enough to cover all invoices then one will receive a partial payment and some may receive no payment.       * If the amount being received is not enough to cover all invoices then one will receive a partial payment and some may receive no payment.
       * If the amount received is more than the amount on the invoices, the extra amount will be an overpayment.       * If the amount received is more than the amount on the invoices, the extra amount will be an overpayment.
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 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 i.e. if you cancel a payment of a customer invoice, the customer invoice is **not** also cancelled.
  
 \\ \\
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 |  //  Previous:  **[[payments_and_receipts:cash_payments|11.01. Payments to suppliers]]** | | Next: **[[payments_and_receipts:prescription_payments|11.03. Prescription payments and credits]]** //  | |  //  Previous:  **[[payments_and_receipts:cash_payments|11.01. Payments to suppliers]]** | | Next: **[[payments_and_receipts:prescription_payments|11.03. Prescription payments and credits]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2020/05/07 13:23
  • by Gary Willetts