25 lines
1.6 KiB
Markdown
25 lines
1.6 KiB
Markdown
###Payment Tool
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The Payment Tool Feature allows non-accounting personnel to generate Journal Entrys by populating relevant fields in the Journal Entry with account and payment details.
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To go to Payment Tool, click on Accounts > Tools > Payment Tool.
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1. Select the Company Name.
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2. Select the Party Type (Customer or Supplier) and the name of the customer or supplier against whom the payment has been made or received.
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3. Use the Received Or Paid field to specify 'Received' if payment is being received or 'Paid' if User is making the payment.
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4. Select the Mode of Payment and the Payment Account .
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5. Enter the Reference Number and Reference Date of the payment, for instance, the Cheque no. and Cheque date in case the payment is being made by cheque.
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6. Click on Get Outstanding Vouchers to fetch all the valid Vouchers, Invoices and Orders against which a payment can be made/received. These will appear in the Against Voucher section.
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* __Note:__ In case User is paying a customer or receiving payment from a supplier, add the details regarding the relevant invoices and orders manually.
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<img class="screenshot" alt="Payment Tool" src="{{url_prefix}}/assets/img/accounts/payment-tool-1.png">
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7. Once details have been fetched, click on the detail entry and enter the payment amount made against that Invoice/Order/Voucher
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<img class="screenshot" alt="Payment Tool" src="{{url_prefix}}/assets/img/accounts/payment-tool-2.png">
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8. Click on 'Make Journal Entry' to generate a new Journal Entry with the relevant Party Details and Credit/Debit details filled in.
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<img class="screenshot" alt="Payment Tool" src="{{url_prefix}}/assets/img/accounts/payment-tool-3.png">
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{next}
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