Difference between revisions of "Bulk vendor payment creation"

From Protemos Wiki
Jump to: navigation, search
 
(8 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
You can cover vendor invoices by payments with a single click.
 
You can cover vendor invoices by payments with a single click.
  
To create bulk vendor payments, go to the Vendor invoices page, press one of the following buttons over the table:
+
To create bulk vendor payments, go to the Vendor invoices page, and click one of the following buttons over the table:
  
[[File:Payment creation bulk.png|border|1000px]]
+
[[File:Cover selected by payments.png|border|1000px]]
  
 
*'''Cover selected by payments''' — the system will create payments for the invoices you marked in the list.
 
*'''Cover selected by payments''' — the system will create payments for the invoices you marked in the list.
*'''Cover all by payments''' — the system will create payments for all invoices which are not covered by payments.
 
*'''Cover all by filter''' — first, filter the invoices you need, and then press the "Cover all by payments" button. The system will create payments for all filtered invoices.
 
  
[[File:Example payment creation.png|border|1000px]]
+
*'''Cover all filtered by payments''' — first, filter the invoices you need, and then click the "Cover all filtered by payments'" button.
 +
 
 +
The system will create payments for all invoices that correspond to the applied filter(s).
 +
 
 +
<span style="color:orange">'''Note:'''</span> If no filter is applied, the system will cover by payments '''all''' invoices that have due amounts after clicking the "Cover all filtered by payments" button.
 +
 
 +
[[File:Cover selected by payments (ticked).png|border|1000px]]
  
 
The system will show you how many payments were created:
 
The system will show you how many payments were created:
  
 
[[File:Payment created 2.png|border|350px]]
 
[[File:Payment created 2.png|border|350px]]

Latest revision as of 09:54, 7 December 2023

You can cover vendor invoices by payments with a single click.

To create bulk vendor payments, go to the Vendor invoices page, and click one of the following buttons over the table:

Cover selected by payments.png

  • Cover selected by payments — the system will create payments for the invoices you marked in the list.
  • Cover all filtered by payments — first, filter the invoices you need, and then click the "Cover all filtered by payments'" button.

The system will create payments for all invoices that correspond to the applied filter(s).

Note: If no filter is applied, the system will cover by payments all invoices that have due amounts after clicking the "Cover all filtered by payments" button.

Cover selected by payments (ticked).png

The system will show you how many payments were created:

Payment created 2.png