Customer Payment: Difference between revisions

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3. Select the Customer Code. Direct key-in and search by either '''customer code''' or '''name'''.<br />
3. Select the Customer Code. Direct key-in and search by either '''customer code''' or '''name'''.<br />
4. Select the '''Payment Method''' (bank or cash account) in '''Receive In'''.
4. Select the '''Payment Method''' (bank or cash account) in '''Receive In'''.
4. Below is the example of the entry created:<br />
5. Enter the '''Paid Amount''' (follow the bank account currency).
6. Below is the example of the entry created:<br />
::[[File:Customer-Customer Payment-03.jpg|640px]]<br />
::[[File:Customer-Customer Payment-03.jpg|640px]]<br />



Revision as of 04:31, 27 February 2016

Menu: Customer | Customer Payment...

Introduction

  • To record the receivable amount from Customers.
  • To off-set against the outstanding invoices.
  • Support the non-refundable deposit accounted for GST (SR, ZRL and ZRE).
File:Customer-Customer Payment-01.jpg


Customer Payment - Basic Entry

1. Click on New button.
2. See the New Customer Payment entry form screenshot below.

File:Customer-Customer Payment-02.jpg


3. Select the Customer Code. Direct key-in and search by either customer code or name.
4. Select the Payment Method (bank or cash account) in Receive In. 5. Enter the Paid Amount (follow the bank account currency). 6. Below is the example of the entry created:

File:Customer-Customer Payment-03.jpg
Double Entry will be:-
                                    DR         CR
 Bank Account               RM2,500.00
 Customer Control Acc                  RM2,500.00


Customer Payment - Knock-Off

Partial Knock-Off

Document Knock-Off

Random Knock-Off

Customer Payment - Attachment

  • It is very useful to attach any supporting documents.
  • In future, you able to retrieve and refer the attachment file easily.
File:Customer Payment-Attachment.jpg


1. You have to point to the attachment section.
2. Click on ( + ) button to insert the filename path.
3. See the sample screenshot below.

File:Customer Payment-Attachment2.jpg


Customer Payment - Note

1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.

File:Customer Payment-Note.jpg


5. You will get prompted the Save changes? message. Click YES to save it.

File:Customer Payment-Note2.jpg


Customer Payment - Description

  • If you wish to display the document description in Customer Statement, you can key-in into the Payment For Account.
File:Customer Payment-Description.jpg


  • Sample of customer statement screenshot below.
File:Customer Payment-Description2.jpg


See Also=