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Gracia Surialim

Gracia Surialim

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This function enables the user to record deposit or partial payments for a single receipt and by any way the payment will be made (cash, credit card, cheque, etc.). Subsequently, a list of outstanding invoices will appear, allowing the user to select the invoices for which the payment is being made.

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titleStep 1
  • Select Branch and click 'Change'
  • Key In Customer PKID or click on 'Customer' for search function

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  • Select the Salesman and State→ Salesman and State will follow the configuration at Customer Maintenance
  • Enter the Date and Remarks
  • click 'Submit'

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titleStep 2

If customer pays any invoice

  • Enter the Payment Methods (Cash, Credit Card, Cheque, Coupon and/or Others) and click Recalculate 
  • Please refer to Finance Permission for the Cashbook dropdown list

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  • Next to step 3

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If customer gives deposit only

  • Enter amount at open credit /deposit if the customer wants to pay a deposit

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  • → if any

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  • Please make sure that the Deposit Amount matches the total amount entered in Payment Methods (cash, credit card, cheque and coupon)
  • The deposit entered here can be used to settle payment in invoice, cashsale and fullscreen cashsale

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  • Click Confirm and Save → ignore step 3 and the rest


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titleStep 3
  • Select Date Range of the invoice listing to be settled
  • Select Branch and click Submit

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  • Tick the Outstanding Invoice to be settled (to settled fully amount) or Key in amount under 'This Amount' column (to settled invoices with partial payment)

  • OR

  • Type the Amount and click Auto Settle → system will auto settle the first outstanding invoices
  • Click 'Submit Settlement' and 'Confirm and Save'

NOTES:

  • invoice listing only shows invoice with SAME currency base chosen under Forex Gain/Loss
  • Leave blank = MYR

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titleStep 4

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  • Key in RCT number and click reprint
  • Key in Billing Note # and click Submit → for load the billing note
Tips:
Related WIKI Pages:
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Search Results
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maxLimit5
queryDeposit
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