Difference between revisions of "Create vendor payment"

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To start creating a new payment to your vendor, go to the '''Vendor payments''' page and press the '''"New Payment"''' button:
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To start creating a new payment to your vendor, go to the '''Vendor payments''' page and click the '''"New Payment"''' button:
  
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[[File:Vendor payment new button.png|border|1100px]]
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[[File:18. new paym png.png|border|900px]]
  
 
It will open the '''New payment to vendor''' page which is intended for recording the payment you sent to the vendor.
 
It will open the '''New payment to vendor''' page which is intended for recording the payment you sent to the vendor.
  
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First of all, you need to select the vendor from the list:
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Select the vendor from the list, payment method, currency and click the '''"Create"''' button:
  
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[[File:New payment to vendor.png|border|650px]]
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[[File:19.png|border|450px]]
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If you pay your vendor in several currencies, you may also need to select the currency.
 
  
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Once the vendor and currency are selected, the system looks for the unpaid invoices and displays them in the '''Uncovered invoices''' section where you can select the invoices which have been paid:
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It will bring you to the newly created payment page, where you can '''Download as PDF''', '''Update''' or '''Delete''' the payment:
  
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[[File:VP invoice selection.png|border|1100px]]
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[[File:26.png|border|700px]]
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You can select the invoices which have already been paid. As you change the selection, the following fields change accordingly:
 
  
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[[File:VP amount changing.png|border|650px]]
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To cover the payment by invoices you need to scroll down to the '''Linked invoices''' section and click the '''"Link invoices"''' button:
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*'''Amount'''—this field is intended for entering the actual payment amount. So, if it differs from '''Amount due on linked invoices''' you can edit it manually.
 
  
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*'''Amount due on linked invoices'''—this field shows the total amount in the invoiced you've linked with the payment.
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[[File:21 link .png|border|900px]]
  
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Having selected the invoices to be covered by this payment, press '''"Save"''' to record it:
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It will open the '''Payment details''' and '''Unliked invoices''' sections. To cover the payment by invoices choose the respective one and click the '''"Link"''' button:
  
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Pressing "'''Save'''" brings you to the page of newly created vendor payment.
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[[File:24.png|border|450px]]
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[[File:25.png|border|750px]]
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<span style="color:red">'''Note'''</span style>: Only invoices with the matched currency and legal entity can be linked to the payment.
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The '''Payment''' page will look like the following:
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[[File:27.png|border|700px]]
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If you want to unlink the invoice, click the '''"Unlink"''' button:
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[[File:28.png|border|700px]]

Latest revision as of 10:59, 12 September 2022

New payment to vendor page: http://cloud.protemos.com/vendor-payment/create

To start creating a new payment to your vendor, go to the Vendor payments page and click the "New Payment" button:

18. new paym png.png

It will open the New payment to vendor page which is intended for recording the payment you sent to the vendor.

Select the vendor from the list, payment method, currency and click the "Create" button:

19.png

It will bring you to the newly created payment page, where you can Download as PDF, Update or Delete the payment:

26.png

To cover the payment by invoices you need to scroll down to the Linked invoices section and click the "Link invoices" button:

21 link .png

It will open the Payment details and Unliked invoices sections. To cover the payment by invoices choose the respective one and click the "Link" button:

24.png

25.png

Note: Only invoices with the matched currency and legal entity can be linked to the payment.

The Payment page will look like the following:

27.png

If you want to unlink the invoice, click the "Unlink" button:

28.png

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