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).
Customer Payment - Basic Entry
1. Click on New button.
2. See the New Customer Payment entry form screenshot below.
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:
Double Entry will be:-
DR CR
Bank Account RM2,500.00
Customer Control Acc RM2,500.00
Customer Payment - Knock-Off
Partial Knock-Off
- 1.
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.
1. You have to point to the attachment section.
2. Click on ( + ) button to insert the filename path.
3. See the sample screenshot below.
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.
5. You will get prompted the Save changes? message. Click YES to save it.
Customer Payment - Description
- If you wish to display the document description in Customer Statement, you can key-in into the Payment For Account.
- Sample of customer statement screenshot below.
