Difference between revisions of "View Payment Screen"
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This screen shows a payment and any invoices that it has been applied to. If the payment has just been created, you can apply it against outstanding invoices. You should do this first before setting the payment to "Sent" (outgoing payments) or "Received" (incoming payments), which causes the payment to be posted to the ledger. | This screen shows a payment and any invoices that it has been applied to. If the payment has just been created, you can apply it against outstanding invoices. You should do this first before setting the payment to "Sent" (outgoing payments) or "Received" (incoming payments), which causes the payment to be posted to the ledger. | ||
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| + | You should only apply payments which have an effective date earlier than today's date to outstanding invoices. Otherwise, the payment will not be counted towards the outstanding balance of the invoice, and you may get an error because the system will not allow the invoice to be marked as paid with postdated payments. | ||
'''NOTE''' For your check to print properly, make sure that the logged in user has set a country for his language of choice in [[Setting User Profile|Profile]] screen. For example, set "English (United States)" rather than just "English". | '''NOTE''' For your check to print properly, make sure that the logged in user has set a country for his language of choice in [[Setting User Profile|Profile]] screen. For example, set "English (United States)" rather than just "English". | ||
Revision as of 20:23, 12 June 2008
This screen shows a payment and any invoices that it has been applied to. If the payment has just been created, you can apply it against outstanding invoices. You should do this first before setting the payment to "Sent" (outgoing payments) or "Received" (incoming payments), which causes the payment to be posted to the ledger.
You should only apply payments which have an effective date earlier than today's date to outstanding invoices. Otherwise, the payment will not be counted towards the outstanding balance of the invoice, and you may get an error because the system will not allow the invoice to be marked as paid with postdated payments.
NOTE For your check to print properly, make sure that the logged in user has set a country for his language of choice in Profile screen. For example, set "English (United States)" rather than just "English".
