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Purchase Management module for Perfex CRM
Applied Debit & Payment Record
Last Created On
Jun 20, 2023
412
0
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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 (O
pen
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
Views:
412
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