Search Knowledge Base Articles

Applied Debit & Payment Record

Purchase Management BuildX



Applied Debit 

Used to reduce the payment amount of the invoice. 

  • Step 1. View unpaid or partially paid invoice details
  • Step 2. Click Apply Debits
    1.png
    Debit available = total amount remaining of debit Notes currently open. Debit available is calculated by vendor

  • Step 3. Enter Amount to Debit and click Apply Show only debit notes (Open status) belonging to the vendor of the invoice being viewed 2.png


Delete Applied Debits

  • Go to Applied debits tab -> click 3.png and confirm to delete
    4.png

Payment Record

Allow partial payment or full payment of invoice value.

  • Step 1. View Unpaid or Partially paid invoice detail
  • Step 2. Click Payment button 5.png

  • Step 3. In the New Payment page, Enter the Amount, enter Payment Date, select Payment Mode and click Save

        6.png

  • Step 4. Approve the payment if the Payment Request approval process has been set up in approval setting.

Delete Payment Record

  • Go to Payment Record tab -> click 7.png and confirm to delete
    8.png

 

Did you find this article useful?

Related Articles

  • Purchase Option Setting

    Purchase Management BuildX Step 1.  Go to Settings menu under Purcha...

  • Unit Setting

    Purchase Management BuildX Add New Units  To add a new unit to your organization: S...

  • Commodity Group Setting

    Purchase Management BuildX This data will be used for the Commodity Group combo box Add New...

  • Sub Groups Setting

    Purchase Management BuildX This data will be used for the Sub Group combo box in Add/Edit Item page...

  • Approval Setting

    Purchase Management BuildX Create approval workflows for types: Purchase request, Purchase Or...