Guide: Applied Debit & Payment Record

Applied Debit & Payment Record

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 Debit available = total amount remaining of debit Notes currently open. Debit available is calculated by vendor
• Step 3. Enter Amount to Debitand click Apply Show only debit notes (Openstatus) belonging to the vendor of the invoice being viewed

Delete Applied debits

• Go to Applied debits tab -> clickand confirm to delete

Payment Record

• Step 1.View Unpaidor Partially paidinvoice detail
• Step 2.Click Paymentbutton
• Step 3. In the New Paymentpage, Enter the Amount,enter Payment Date,select Payment Mode andclick Save
• Step 4.Approve the payment if the Payment Request approval process has been set up inapproval setting.

Delete Payment Record

• Go to Payment Record tab -> clickand confirm to delete