Create and manage an incoming payment

Open an ''Invoicing management'' window, move under the ''Incoming payments'' and the sub-tab ''Incoming payments list''.

To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

1.To add an incoming payment, click on the icon (Insert), the ''Incoming payment'' window is displayed.

2.Select a division, if applicable. Click on .

3.If there is one, make sure to select the payer client registered in the file of your client. Click on .

4.Select a type of payment, cash, check... Click on .

5.Enter the date manually or double-click in the field to display the calendar in order to select a date.

6.Enter the reference number, if applicable. For example, a check number.

7.Add a note or a comment regarding this incoming payment, if applicable.

8.Click on (Save). An incoming payment number will be generated by PRIM.

Open an ''Invoicing management'' window, move under the ''Incoming payments'' and the sub-tab ''Incoming payments list''.

To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

1.Open the incoming payment for which you want to make a payment.

2.Select all the invoices in the incoming payment, the amount to pay will automatically appears in the column ''Paid amount''.

3.Click on the icon (List of value) and manually change the status of the incoming payment for ''Completed''.

4.Click on (Save).

5.The invoices will have the status ''Paid''.

Open an ''Invoicing management'' window, move under the ''Incoming payments'' and the sub-tab ''Incoming payments list''. To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

1.Open the incoming payment for which you want to make a payment.

2.Select one or more invoices in the incoming payment, the amount to pay will automatically appears in the column ''Paid amount''.  

3.Your client wants to make a partial payment on one or more invoices in the incoming payment.

4.To manually enter an amount, move to the column ''Paid amount'' and enter the amount paid by your client.

5.Click on the icon (List of value) and manually change the status of the incoming payment for ''Completed''.

6.Click on (Save).

7.The invoices will have the status ''Partly paid'' and will be inserted in a new incoming payment for the complete payment.

8.The not selected invoices which were available in a completed incoming payment will be inserted in a new incoming payment.