Invoice & Payment
This feature allows you to make payments to your supplier(s), in full or instalments, for purchased items. You may set payment amounts and input all invoice information received from the supplier.
After selecting a purchase order, tap on the Payment button, highlighted below.
Purchase Orders When Not Invoiced
If the purchase order has not been invoiced, when the Invoice & Payment button is selected a pop-up window will appear, showing multiple payment options for the selected purchase.
The data fields allow you to create a custom invoice number (one will be automatically generated if this is left blank), add an invoice date, note, and image of the invoice (through the device’s camera or by selecting a file already saved on the device).
Input the amount to be paid, whether in full or a partial payment, date of payment, from where the money was taken to pay the invoice (e.g. Main Till. Main Bank, etc.) and a reference.
This option enables you to create partial payments for a purchase order invoice.
Use the blue plus icon to add additional lines of partial payments, and use the red bin icon to delete lines of payments.
This option will only create an invoice for the purchase order without logging any payment.
Purchase Orders When Invoiced
If the purchase order has already been invoiced, you will only have the option to pay the amount, either in full or log a single partial payment, through pop-up window that will appear displaying payment options for the chosen purchase.
After payment has been made, the highlighted areas below will be updated from a red cross to a green check mark, indicating payment.
If a partial payment has been made, this will be shown in the status column, with additional information including outstanding balance shown in the purchase invoice.