This section is used to manage all the payments.
It allows the user to add new, delete, edit as well as send email to the carrier.
Payment Recieved
This tab is used to manage all the payment received.
Click on Finance → Payment → This tab will be displayed as default.
Payment Recieved Query From
Screenshot: Payment Recieved Query From
On this page: |
| Field Name | Description |
|---|---|
| Period | Period time when the payment happened. If you select the default period such as current year, this week, the Date(From) and Date(To) will be filled in. But when you select Custom, you have to fill in Date(From) and Date(To). |
| Carrier | Carrier who received payment. |
Payment Recieved Result Form
Screenshot: Payment Recieved Result From
| Field Name | Description |
|---|---|
| Payment ID | The ID of Payment. |
| Entered Time | The date/time when payment was entered. |
| Received On | The date/time when carrier received payment. |
| Carrier | Carrier who received payment. |
| Amount | The amount in payment. |
| Type | Type of payment. |
| Update By | The person who update payment. |
| Action | Action performed on payment. |
| Button | Description |
|---|---|
| Is used to send email about the payment to the carrier. |
| Is used to delete the payment. |
| Is used to set the total of records per a page. |
| Is used to select the column which will be shown/hidden. |
| Is used to go to next, previous page. It is also used to go to the specific page by clicking on the number of page. |
Payment Sent
Click on Sent text to switch to Payment Sent tab:
Screenshot: Payment Sent
All functions similar to Payment Received. Please have look to refer.
For this type, the carrier will send amount to pay the bill instead of received amount.
Adding Payment Received
To add new, click on the New Payment Received tab.The main window will be displayed as below:
Screenshot: Adding Payment Recived
| Field Name | Description |
|---|---|
| Carrier | Name of carrier who will receive the amount. |
| Received On | The date/time when carrier will be received amount. |
| Amount | The amount need to send to carrier. |
| Note | Note for payment |
| Type | Type of payment includes: Prepayment and Invoice Payment. Prepayment Received: customer sends prepayment to user. Invoice Payment Received: use to pay the invoice. When select this option, the Amount field will be hidden. There is a table displayed. You have to input the amount for the Invoice Payment into textbox then save. |
After filling out all fields, click Submit button to save. Click Back button to go back or Reset button to clear all fields.
Adding Payment Sent
To add new, click on the New Payment Sent tab.The main window will be displayed as below:
Screenshot: Adding Payment Sent
| Field Name | Description |
|---|---|
| Carrier | Name of carrier who will receive the amount. |
| Received On | The date/time when carrier will be received amount. |
| Amount | The amount need to send to carrier. |
| Note | Note for payment |
| Type | Type of payment includes: Payment Sent and Invoice Payment Sent. Payment Sent: When we send payment to our vendor. Invoice Payment Sent: When we send payment to pay the invoice. |
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