How to make a payment against an invoice?

Friday 18 December 2009 9:03:34 am

After invoice is raised, it must be locked. Then invoice moves to 'Accounts Receivable' section. To make payment against this invoice, go to Client payments, select a new button this creates a new window where you can select invoice from 'Accounts Receivable' section.

Invoice after raised, needs to be locked. This ensures no changes can be made to that particular invoice which has been posted to the client. Should you need to make changes to the invoice after this time, a credit note for that invoice can be generated which will also have its own invoice number. The funeral record can then be amended and a new invoice generated with a new invoice number. This ensures an accurate record of all changes are kept and so a particular funeral record with one 'funeral' reference number can have more than one invoice number.

If the invoice is generated from a funeral type record, that there is the option to make a payment directly from the Funeral | Status | Action button. This will automatically fill in the various details. Eulogica will fill in the remaining balance amount into the paid now field as a suggestion. Users can amend this, but should be aware that the default is the remaining balance amount.