Follow the steps below to record purchase payments.
1. Navigate to Purchases -> Payment -> +New
2. A New Purchase Payment window appears as per below.
3. Enter the informations below:
Field | Explanation |
Contact | Select Contact, choose to create a new contact or select the existing contact. |
Amount Paid | Key in the payment amount paid to the supplier. |
No. | Key in your Payment Voucher No. or the system will autogenerate it. Note: Turn on Custom Numbering in the Company Settings > Number Formats to override the auto-numbering. |
Reference No. | Key in a References No. if any. *(Optional) |
Date | Select a Payment date. Note: The default date is the Current Day. |
Pay From | Choose an account for the money Pay From. You can choose an existing account or +Add Account. |
Payment Method | Choose Payment Method. You can choose the existing payment method or +Add Item. |
Currency | Select the Payment Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Rate | Only for foreign currency. Default the system will auto pull the exchange rate based on the date selected. |
Tags | Add Tags for your transaction if any. *(Optional) |
4. Scroll down to Purchase Payments.
- Tick the Outstanding bill to knock off the bill payment. Leave it for the future if it is an advance payment to the supplier.
- Key in the Apply Amount. The Apply amount cannot be more than Total Bill.
5. Key in notes under Remarks for your supplier. Refer to Styling Guide. *(Optional)
6. Write a Description. *(Optional)
Note: The transaction description will be appearing on the Reports.
7. Attach Files to the transaction, either select the existing files or upload a new file.
8. Once the file is uploaded, tick Shared if the file needs to be shared with the contact.
9. Tick Send Email to send the document immediately upon saving.
10. Click Save to save the transaction in the system. You can save this transaction as Draft, Pending Approval or Ready.
11. After clicking, type Email Address to share this transaction with others.
12. Add in a Subject for the Email.
13. Type a Personal Message for the Email.
14. Click Save & Send and you're done.