Payments are all financial transactions that occurred between you and the supplier, whether for purchase invoices or their returns.
Steps to Access Supplier Payments
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Go to Purchases and Suppliers > Supplier Payments.
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A list of all transactions with suppliers will appear.
View Payment Details
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Search for the invoice by its number or the supplier's name.
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Click on the 👁 icon next to the invoice.
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All information related to the transaction will appear.
Print Payment Details
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Search for the invoice by its number or the supplier's name.
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Click on the 👁 icon next to the invoice.
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Click on the invoice number.
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Click on "Print."
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Select the printer name.
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Click on "Print."
Payment Voucher
To print the payment voucher:
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Search for the invoice by its number or the supplier's name.
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Click on the 🖨️ icon next to the invoice.
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Select the printer name.
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Click on "Print."
To save the payment voucher as a PDF:
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Search for the invoice by its number or the supplier's name.
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Click on the 🖨️ icon next to the invoice.
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Choose "Save as PDF file."
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Click on "Save."
Frequently Asked Questions
1- Can I export payments to an Excel file?
No, you cannot export the payment list to an Excel file, but you can view it from within the platform.
2- How can I view payments for purchase invoices only?
Through the Supplier Payments list:
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Click on the (Invoice Type) field.
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Choose: Payment for Purchase Order.
3- How can I find the deferred payments for a specific supplier?
Through the Supplier Payments list:
1- Search for the supplier's name.
2- Specify the type of payment invoice.
3- All invoices will appear.
4- Click on each invoice to view its details.
4- When entering the payment details, two invoice numbers appear, what does each number mean?
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Invoice number (1) is the payment invoice number.
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Invoice number (2) is the original invoice number that was paid (purchase invoice or purchase return invoice) displayed on the screen as a reference number for the transaction.