When a customer is settling an invoice, please remember to obtain the receipt number by clicking YES to the pop-up (request to print the receipt) after 'Confirm and Save'. The Receipt number then, will be needed to edit it in the future.
- Finance > Receipt Voucher > Edit
- Enter the Receipt PKID in the box, then click 'Submit'.
- Click on the receipt number to view the details (associated invoices, salesman, authorized personnel, cheque number).
- Enter any Remarks, then click 'Submit'.
- Users have an option to reverse the settlement of invoice (after issuing Payment Voucher).
- Eg. RM 22 was settled for INV1526. Invoice Amount deduct Outstanding Amount (RM 350 - RM 328 = RM 22). You can do the same for the second invoice.
- Users can check the box on the right. Then, click 'Select Document to Un-settle'.
- After unsettling the documents above, you may use the amount paid to settle the Outstanding Documents below.
- Enter the amount you want to settle in the box, then click 'Submit Settlement'.
- To find out how to make the initial settlement for an invoice, please refer Settle Documents / Deposit.
