Applied Debit & Payment Record

  • Last Created On Jun 20, 2023
  • 514
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Applied debit 

Used to reduce the payment amount of the invoice. 

  • Step 1. View unpaid or partially paid invoice details
  • Step 2. Click Apply Debits

    Debit available = total amount remaining of debit Notes currently open. Debit available is calculated by vendor
  • Step 3. Enter Amount to Debit and click Apply Show only debit notes (Open status) belonging to the vendor of the invoice being viewed


Delete Applied debits

  • Go to Applied debits tab -> click  and confirm to delete

Payment Record

Allow partial payment or full payment of invoice value.
  • Step 1. View Unpaid or Partially paid invoice detail
  • Step 2. Click Payment button
  • Step 3. In the New Payment page, Enter the Amount, enter Payment Date, select Payment Mode and click Save
  • Step 4. Approve the payment if the Payment Request approval process has been set up in approval setting.

Delete Payment Record

  • Go to Payment Record tab -> click  and confirm to delete


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