Difference between revisions of "Create vendor payment"

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''Vendor Payment creation page: [http://cloud.protemos.com/vendor-payment/create/ http://cloud.protemos.com/vendor-payment/create]''
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''New payment to vendor page: [http://cloud.protemos.com/vendor-payment/create/ http://cloud.protemos.com/vendor-payment/create]''
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This page is intended for recording the payment you sent to the vendor.
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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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First of all, you need to select the vendor from the list:
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[[File:18. new paym png.png|border|900px]]
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If the client pays 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 bottom of the page:
 
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You can select the invoices which have been paid by the client. As you change the selection, the following fields change:
 
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'''Amount due of linked invoices''' — this field shows the total amount in the invoiced you’ve linked with the payment.
 
  
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'''Amount''' — this field is for entering the actual payment. So, if it differs from “Amount due of linked invoices” you can edit it manually.
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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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Pressing "'''Save'''" brings you to the page of newly created vendor payment.
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Select the vendor from the list, payment method, currency and click the '''"Create"''' button:
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[[File:19.png|border|450px]]
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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:26.png|border|700px]]
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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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[[File:21 link .png|border|900px]]
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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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[[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 11:59, 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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