How to grant terms from the level of a cash/bank transaction completion

To grant terms from the level of a cash/bank transaction completion, follow these steps:

 

  1. Grant terms for a given payment while adding or editing it
  2. On the list of transactions, indicate transaction you want to settle
  3. Edit the indicated transaction by clicking the [Edit] button in the List buttons group or by double-clicking on it
  4. Go to tab: Payments
  5. Select payment with granted terms
    1. for which terms condition stating, that the payment/receipt transaction date is earlier or the same as terms expiry date, will be fulfilled
    2. payment value is the same or lower than the transaction value plus the terms value
  7. Complete the payment by double-clicking on it or by clicking the [Combine Payment] button
  8. The payment will be completed entirely and the transaction will be completed partially or entirely, depending on its value
  9. A new item, corresponding to the granted terms value, will appear on the list of terms transactions

 

How to grant terms from the level of a cash/bank transaction completion