Payments
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Tracking the payments

Option 1
Option 2
  - new document on the base
    of existing one
Option 3

The system provides three options to process the payments to you.

Option 1

Fig.25. Docket/ Payment

Processing the payment directly in the document.

Payment window of Docket Properties allows you to enter the amount received according to current docket from customer and the Payment Method (Cash, Wire Transfer, Credit Card, etc.). If only the part of amount is accepted, you will see the remained Payment Due in corresponding field. Same procedure available in Purchase Orders for amounts you are paying to suppliers.

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Option 2

Fig.26a. Payment to Invoice/ General Fig.26b. Payment to Invoice/ Additional
   
   
Fig.26c. Payment to Invoice/ Payment

Accepting the Payment to Invoice. Payment to Invoice is a special type of document. It allows processing a payment as a separate docket related to target invoice, so you can later easily find it in database for reviewing or editing. It is especially useful in case of partial payments - each part of payment will be easily accessible and the dockets will provide you with all the necessary details.

The detailed description of all docket fields is available in CREATING/ EDITING THE CUSTOMER RELATED DOCUMENTS (INVOICES, QUOTATIONS, DELIVERY DOCKETS, ETC.) chapter.

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Creating new document on the base of existing one

Fig.27a. New based on selected Fig.27b. Transferring details

The easiest way to bind Payment to Invoice with the target Invoice is to use New based on selected button. Select the related invoice in the list and tap , like shown on above screenshots. Export the invoice details to new document, and Payment to Invoice will have almost all fields automatically filled, including Referenced Docket Type (Ref Type) and Referenced Docket Number (Ref Number). You will only have to enter the amount of payment.

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Option 3

Accepting the Payment to Account. Payment to Account is somewhat similar to Payment to Invoice, but it has no reference to a certain docket. It allows processing a payment as a separate docket too, so you can later easily find it in database for reviewing or editing.

Payments processed as Payment to Invoice or Payment to Account docket types are easily traceable in Dockets section of the program through Search Criteria tool (check the details in FINDING THE NECESSARY ENTRY IN DATABASE chapter).

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