Follow the below steps to record batch sales payments.
1. Go to Sales.
There will be a subcategory under sales and click Payments.
2. Click on (...) -> Batch Payments.
3. Click on Add Payment.
4. The screen below appears. Enter the details below:
Contact | Select Customer. You can choose to create a new customer or existing customer. |
No. | Key in a Payment No. or the system will autogenerate it. |
Date | Select a Payment Date. Note: The default date is the Current Day. |
Currency | Select Currency. Note: The default currency is Malaysian Ringgit (MYR). |
Amount | Select an appropriate Account for Deposit To. You can create a new account by clicking +Add Account. |
Deposit To | Select the deposit account. |
Tags | Add a Tag for your transaction if any. *(Optional) |
Description | Key in the description if any. (Optional)* |
Invoice | Select an Invoices No. if any. *(Optional). You can select multiple invoice no by clicking on the (+) button. |
Balance | The balance will auto respond based on the selected invoice. |
Apply Amount | Key in the Apply Amount for the amount received. The amount applied cannot be more than balance. |
5. Click Save and you’re done.
Import Batch Sale Payments.
Follow the below steps to import batch sales payments.
1. Click on Import File.
2. Click on the template file to download the template.
3. Fill in the details in the excel template you have downloaded.
4. Go back to the system and click on Click to Upload.
5. Review the transaction.
6. Click Save and you’re done.