How to complete the entities’ payments automatically

To complete a given customer’s/vendor’s payments, follow these steps:

 

  1. In the Finances menu, click the [Customer Payments] or [Vendor Payments] button (see chapter Customer and vendor payments). Then click the [Entity] button
  2. A list of customers/vendors will be opened. Select customer/vendor by double-clicking on the customer/vendor name or by clicking the [Select] button in the Selection buttons group
  3. You will then automatically return to the Customer Payments or Vendor Payments window
  4. Specify time range in fields: Date from and Date to. The dates can be entered manually of selected from the built-in calendar
  5. Then click the [Filter] button in the List buttons group
  6. A list of uncompleted or partially completed cash-bank transactions or payments will be opened
  7. Note that the payment direction is either Expense-Expense or Revenue-Revenue
  8. Mark transaction and payment (using the CTRL button on the keyboard) you want to complete and click the [Complete Marked] button in the List buttons group
  9. The tab: Payment Summary will be opened automatically
  10. The payment and the transaction will appear on the lists with status: Applied or Partially Applied

 


 


How to complete the entities’ payments automatically