Knowledge

Create Payment 

• Step 1. Create approval process for payment ( if nececessary) at approval setting.
• Step 2. Go to Purchase invoice detail -> click on Payment button 
  
• Step 3. In the Payment popup, fill in the requested details -> click on the Submit button 
  
• Step 4. Select the Payment record tab  to check the approval status of the payment. if the payment needs approval (payment has Draft status) -> View payment detail 
  
• Step 5. Click on the Send approval request button 
  
  
• Step 6. The approver receives the web and email notification and proceeds to approve(if there is an approval process)
  
  
  

Delete Purchase Payment 

• Step 1. Go to Purchase Invoice -> select the Payment record tab -> select the payment to delete -> click -> click Delete 
  
• Step 2. Confirm your selection in the following pop-up. The payment will be deleted.