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Prepayments

Revision for “Prepayments” created on November 6, 2017 @ 07:29:34

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Prepayments
<strong>Create prepayments</strong>
<ul>
<li>Navigate to the app menu and click the Accounts tab.</li>
<li>On the tab related to the customer account record, find the related Prepayments list.</li>
<li>Once in the Prepayments section, you can track the prepayments already filled in and create a new prepayment.</li>
<li>Click the “New” button to create a prepayment record. Select the “Credit” record type and click the “Next” button.</li>
<li>Enter the Prepayment Name, Applied Date and Credit Amount.</li>
<li>Click the “Save” button to create a credit prepayment record.</li>
</ul>
<strong>Create payments</strong>
<ul>
<li>On the tab related to the Prepayment record, find the list related to Payments.</li>
</ul>
<ul>
<li>Once in the Payments section, you can track the payments already filled in and create a new payment.</li>
<li>Click the “New” button to create a payment record. Select the Prepayment record type and click the “Next” button.</li>
<li>Enter the Payment Name and Amount, as well as other payment details for the prepayment.</li>
<li>Select the Payment Gateway, the Status and the Type of prepayment.</li>
<li>Click the “Save” button to create the payment record.</li>
</ul>
<strong>Payment using prepayment credit </strong>

Using Aqxolt ERP, you can make prepayments in the following ways:
<ul>
<li>From the ePoS page</li>
<li>From the Invoice detail page</li>
</ul>
<strong>Prepayment credit payments from the ePoS page</strong>
<ul>
<li>Create the sales order as described in <strong>Creating a sales order through the <a href="http://wiki.aqxolt.com/wiki/sales-order/">Sales Orders tab</a></strong>.</li>
<li>Navigate to the Payments tab in ePoS and click the “Apply Credits” button.</li>
<li>The system will automatically fetch the Invoice Amount, Total Due and Available Credit. Enter the Redeem Credit and click the “Pay Now” button</li>
<li>You will see that a Credit type payment record has been created.</li>
</ul>
<strong>Prepayments from the Invoice detail page</strong>
<ul>
<li>Navigate to the app menu and click on the Invoices tab.</li>
<li>Once in the Invoice section, you can track the invoices already filled in and create a new invoice.</li>
<li>Select the invoice for payments. On the detail page, navigate to the “Redemptions” button.</li>
</ul>
<img class="size-full wp-image-14485 aligncenter" src="http://wiki.aqxolt.com/wp-content/uploads/2017/08/Invoice.jpg" alt="" width="338" height="292" />
<ul>
<li>Click the Apply Credits section on the left-hand side.</li>
<li>The Apply Credits redemption page shows the invoice and the total due amount details along with the available credit amount, as shown below.</li>
<li>Enter the Redeem Credit and click the “Pay Now” button.</li>
</ul>



Old New Date Created Author Actions
November 6, 2017 @ 07:29:34 Hurmat Zaiba
November 6, 2017 @ 07:09:25 Maqsood Ahmed