When Customers have debts or we owe Suppliers money, and they finally pay the debts, we must input them into the POS system. We can search and check it out first to make sure which invoice they want to pay or which bills we want to pay to the Supplier.
Here are the steps for paying debts from Debt Menu and choosing which invoices to be paid.
Table of Content :
I. Make Sales Transaction with Payment Later
Step 1. Go to Sell, Make Sales Transaction, then Click Pay
You need to fill in the contact information to make sales transaction with payment later.
Step 2. Choose Payment Later, then Click Ok
User can set invoice debt due as needed (optional).
Step 3. Order was Completed with Unpaid Payment Status
II. View Customer Debt & Add Payment
Step 1. Go to Debt (Accounts Receivable), then Click Credit Amount
Click on credit amount to the debt that you want to pay, then it will direct to unpaid invoice list.
Notes : In the DEBT menu there are Single & Bulk Columns. For this single column, for payment, use Add payment on the invoice directly. As for the Bulk Column, this is due to the settlement of invoices using AR Collection.
Step 2. Click Invoice Number to Add Payment
Select the unpaid invoice number you want to add the payment, then it will direct to the invoice detail.
Step 3. Go to Payment Section, then Add Payment
Step 4. Input Payment Detail, then Click Ok
[Tutorial Video] Add Payment to Credit Sales / Purchase
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You can also set customer's debt with Setup Debt Limit and Maximum Overdue for Customer
In case you want to Collect Invoices at once you can check AR & AP Collection
You can also check how long invoices haven't been paid in Invoice Aging and Bill Aging Reports