• From: Netherlands, Emmen
  • Registered: 07/15/2010
  • Posts: 32

Topic: Process of invoicing / receiving money

Hi,

I wonder what's the best way to the following:

1. I send an invoice to a customer (100 euro)
2. Customer pays 100 euro to our bankaccount
3. I have to process the received money into FA.

How would you guys do this?

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,085

Re: Process of invoicing / receiving money

When you get a note from the bank that you have got the 100 euro, you enter the Customer Payment and process the Payment, and at the same time the allocations. Thats it. Everyting is taken care of inside FA.

/Joe

  • From: Netherlands, Emmen
  • Registered: 07/15/2010
  • Posts: 32

Re: Process of invoicing / receiving money

Okay.. But now I have made an invoice, how can I mark the invoice as 'payed'??

  • joe
  • Administrator
  • Offline
  • Registered: 03/15/2007
  • Posts: 5,085

Re: Process of invoicing / receiving money

You don't have to bother. The invoice will not show up in the payment/allocation routines.
And if you run the customer balances, you will see the invoices as allocated.

/Joe

  • From: Netherlands, Emmen
  • Registered: 07/15/2010
  • Posts: 32

Re: Process of invoicing / receiving money

Hi,

Allright, but isn't there a way to select an invoice to add a customerpayment? I haven't tested it, but I'm a little confused of what's the right way to handle this.

Regards,

Arjan

  • Registered: 12/25/2007
  • Posts: 2,446

Re: Process of invoicing / receiving money

When you enter payment from customer you have presented all not allocated invoices on the screen, so you can select sales invoice(s) which the payment is related to.
Janusz