Payments are all financial transactions made between you and the supplier, whether for purchase invoices or their returns.
Steps to Access Supplier Payments
Go to Purchases & Suppliers > Supplier Payments.
A list of all transactions made with suppliers will appear.
Viewing Payment Details
Search for the invoice by number or supplier name.
Click the 👁 icon next to the invoice.
All information related to the transaction will appear.
Printing Payment Details
Search for the invoice by number or supplier name.
Click the 👁 icon next to the invoice.
Click invoice number
Click Print.
Select the printer name.
Click Print.
Payment Voucher
To print a payment voucher:
Search for the invoice by number or supplier name.
Click the 🖨️ icon next to the invoice.
Select the printer name.
Click Print.
To save a payment voucher as PDF:
Search for the invoice by number or supplier name.
Click the 🖨️ icon next to the invoice.
Select Save as PDF.
Click Save.
FAQs
1. Can I export payments to an Excel file?
No, you cannot export the payments list to an Excel file. However, you can view them directly from the platform.
2. How can I view payments related to purchase invoices only?
From the Supplier Payments list:
Click the Invoice Type field.
Select Purchase Order Payment.
3. How can I view credit payments for a specific supplier?
From the Supplier Payments list:
Search for the supplier name.
Select the payment invoice type.
All related invoices will appear.
Click each invoice to view its details.
4. When viewing payment details, there are two invoice numbers. What do they mean?
Invoice Number (1): This is the Supplier Payment Invoice number.
Invoice Number (2): This is the original invoice number that was paid (Purchase Invoice or Return Invoice). It is displayed as a reference number for the transaction.