en
Knowledge
FAQ’s
Contact Us
Login
English
English
Knowledge
Home
Knowledge
Purchase Management module for Perfex CRM
Applied Debit & Payment Record
Last Created On
Jun 20, 2023
85
0
0
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:
85
Recent Articles
Google Analytics Dashboard
7
Customizing the metric view in Google An...
7
Connect your Google account
6
Workspaces Management
7
Connect your Youtube account and Sync da...
22
Popular Articles
Warehouse
681
Mapping Setup
542
Item Settings
519
General Accounting Settings
500
Inventory Receiving Voucher
423
Register
×
Due technical issue
First Name
*
Last Name
*
Email
*
Password
*
Confirm Password
*
I agree with
Terms of services
Already have an account?
Login
Login
×
Email
*
Password
*
Remember me
Forgot Password?
Forgot Password?
×
Email
Already have an account?
Login
We Care about your privacy
Your experience on this site will be improved by allowing cookies.
Accept