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 | + | To start creating a new payment to your vendor, go to the '''Vendor payments''' page and click the '''"New Payment"''' button: |
| − | [[File:18. new paym png.png|border| | + | [[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. | ||
| Line 10: | Line 10: | ||
Select the vendor from the list, payment method, currency and click the '''"Create"''' button: | Select the vendor from the list, payment method, currency and click the '''"Create"''' button: | ||
| − | [[File:19.png|border| | + | [[File:19.png|border|450px]] |
It will bring you to the newly created payment page, where you can '''Download as PDF''', '''Update''' or '''Delete''' the payment: | It will bring you to the newly created payment page, where you can '''Download as PDF''', '''Update''' or '''Delete''' the payment: | ||
| − | [[File:26.png|border| | + | [[File:26.png|border|700px]] |
| + | |||
| + | To cover the payment by invoices you need to scroll down to the '''Linked invoices''' section and click the '''"Link invoices"''' button: | ||
| + | |||
| + | [[File:21 link .png|border|900px]] | ||
| + | |||
| + | 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: | ||
| + | |||
| + | [[File:24.png|border|450px]] | ||
| + | |||
| + | [[File:25.png|border|750px]] | ||
| + | |||
| + | <span style="color:red">'''Note'''</span style>: Only invoices with the matched currency and legal entity can be linked to the payment. | ||
| + | |||
| + | The '''Payment''' page will look like the following: | ||
| + | |||
| + | [[File:27.png|border|700px]] | ||
| + | |||
| + | If you want to unlink the invoice, click the '''"Unlink"''' button: | ||
| + | |||
| + | [[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:
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:
It will bring you to the newly created payment page, where you can Download as PDF, Update or Delete the payment:
To cover the payment by invoices you need to scroll down to the Linked invoices section and click the "Link invoices" button:
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:
Note: Only invoices with the matched currency and legal entity can be linked to the payment.
The Payment page will look like the following:
If you want to unlink the invoice, click the "Unlink" button:
