How to add payment and link to customer invoice in accounting app?
To add payment and link to customer invoice in Metro ERP's Accounting App, follow these steps:
1) Access the 'Accounting' module and go to 'Customer Payments'.
2) Click the 'Create' button to initiate a 'New Customer Payment.'
3) Now, fill out the Customer Payment Details, including:
- Payer/Payee: Customer Name
- Destination Account: If you wish to update the payment in a different Chart of Accounts, click the dropdown arrow and select the appropriate account for this payment.
- Amount: Total Paid amount
- Date: Please select the date on which the payment was received from the customer.
- Memo: Payment Reference for easy identification
- Journal: You can choose the relevant journal from the dropdown menu to register the payment in the appropriate journal.
- Click on 'Save' or 'Confirm' button to save the record.
- I have updated the information based on the Customer Invoice I previously prepared and confirmed the payment. Please see the screenshot below for reference.
4) Once you have posted or confirmed both the Customer Bill and the Customer Payment, they will be linked to each other. Refer to the screenshot below for reference.
5) Now, simply click 'Add' to register the customer payment. Please refer to the screenshot below for reference.
To get more details to add payment and link to customer invoice, please do contact us at support@metrogroup.solutions