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start:backoffice:accounts:account_payments [2017/09/04 11:29] – Emma | start:backoffice:accounts:account_payments [2017/09/04 14:23] – Emma | ||
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- | Account Payments | + | ====== |
- | In this tutorial l will show you how to pay credit into your Account and also top up your Account | + | |
+ | In this tutorial l will show you how to pay credit into your Account and also top up your Account. Then how to Allocate your payments correctly. | ||
__Pay money into your Account.__ | __Pay money into your Account.__ | ||
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Select Menu - Back Office - Accounts - Account Payments. | Select Menu - Back Office - Accounts - Account Payments. | ||
- | Select your account to allocate payment to, this will bring up the account name also. Enter Details ie: weekly. Pay Amount ie: $100. Payment method is Cash an press Save. | + | Select your account to allocate payment to, this will bring up the account name also. Enter Details ie: Weekly. Pay Amount ie: $100. Payment method is Cash, make sure you have selected Credit and then press Save. |
{{: | {{: | ||
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{{: | {{: | ||
- | Click Continue | + | Click Continue |
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+ | You can then add additional payment until you have entered them all. | ||
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__Adding money into your Account (topping it up).__ | __Adding money into your Account (topping it up).__ | ||
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+ | Select your account to allocate payment to, this will bring up the account name also. Enter Details ie: Weekly. Pay Amount ie: $200. Payment method is Cash, make sure you have selected Debit and then press Save. | ||
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+ | {{: | ||
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+ | ====== Account Payment Allocation ====== | ||
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+ | Emma has more questions about allocation, Ie does Invoice and Payment need to be exactly the same so 0 balance? | ||
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+ | To allocate your payments you click on {{: | ||
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+ | Please note your Account should be in credit when allocating payments. You must have a Invoice row and payment row to clear off Invoices outstanding. | ||
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+ | {{: | ||
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+ | Click on the Invoice you would like paid and press Pay in Full. You will see the $ amount allocated next to the amount outstanding. | ||
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+ | {{: | ||
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+ | Allocate All - Looks at the oldest Invoice to pay and allocates the money to pay it. | ||
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