How to grant terms from the level of the payment completion

To grant terms from the level of payment completion, follow these steps:

 

  1. Grant terms for a given payment while adding or editing it
  2. On the list of payments, indicate payment with granted terms
  3. Edit indicated payment by clicking the [Edit] button in the buttons group menu or by double-clicking on it
  4. Go to tab: Transactions
  5. Select transaction which will be completing the edited payment
    1. for which the payment/receipt transaction date will be earlier or the same as terms expiry date
    2. transaction value + terms value will be the same or higher than the payment value
  7. Complete the edited payment by double-clicking on the selected transaction or by clicking [Combine Transaction]
  8. The payment will be completed entirely and the transaction will be completed partially or entirely, depending on its value
  9. In tab: Transactions, under the transaction completing the payment you will see an additional row with granted terms value
  10. 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 the payment completion