Add Payment Details

Add Payment Details


Role Required: SDAdmin; Technicians with Edit permission for Purchase
 
Once the approvers approve the purchase order, you can add the payment details.
  1. Go to the Purchases module and open your preferred purchase order. Ensure you select the respective customer from the filter in the header.
  2. In the purchase order details page, go to the Payment tab and click on the Add Payment button. Alternatively, you can also go to Actions and select Add Payment from the drop-down menu.

  1. Use the pointer below to fill in the fields.
 
Fields
Explanation
Amount Paid*
Enter the amount paid.
Exchange Rate*
This field will be available when the vendor currency and the organization currency are not the same. Enter the exchange rate of the vendor currency.
Payment Date
Select the date of payment using the calendar.
Comments
Enter comments if required.
Attachments
Upload any related files, documents, or images.
Payment Notification
Notify Technicians*: Select the technicians to be notified.

Payment Due Date*: Select the payment due date using the calendar.

Notify Before*: Enter the days before which the notification should be sent to the selected technicians.
*Mandatory Fields
  1. After adding the payment details, click Save.

 

List View Actions 

Click a payment in the list view to expand its details.
To edit or delete payment details, click   against a payment in the list view and select the appropriate option.
Click to customize the columns in the list view.


 

Payment Done Notification 

You can send  an email notification to the technicians to inform them of payment completion.
  1. In the purchase order details page, click Actions > Payment Done.
Info
This option will appear only if the entire payment of the purchase order is completed and the items are received.
  1. In the pop-up displayed, enable the Send mail notification check box.
  2. Enter the email recipients in To and Cc.
  3. Enter the email Subject and customize the message in the Description.
  4. Add Attachments related to the payment.
  5. Finally, click Send.
 
 
 
 

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