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How to create or edit payment made in Treezsoft?

Posted By  selena  at  Dec 14 2017 12:31        1481


After a supplier invoice is issued to you, you will need to pay for the goods and services rendered to you. To record payment made to your supplier, you will need to use the Make Payments option under Supplier. If you are paying for something that is not invoiced, you can use the Cash Payments option under Banking.

Payment voucher in TreezSoft cloud accounting is used in daily business transaction. It is a standardized payment voucher issued to supplier after you have made payment for a supplier invoice.

Why are supplier invoice and payment made separated? 

You may be wondering, why these two were separated as it means you will need to key in the similar things twice, since TreezSoft promotes automated processes. 

These procedures need to be separated because many company pay their supplier by monthly basis as they often have multiple suppliers invoice in a month. For example, if you are a restaurant, and your daily sales may not be certain and so, you may order stock by weekly basis. Therefore, when you pay your supplier, you will then record certain invoices to pay, or choose certain invoices to void according to the amount you are paying. You can therefore record and keep track all invoices that you have paid or need to be paid to your suppliers. 

Payments made in TreezSoft

TreezSoft cloud accounting will sync your suppliers to invoices issued by them accordingly. Hence, when recording payments made to your supplier, you just have to enter the supplier's details or codes and all invoices linked to that supplier will appear for you to choose which to invoice to apply your mayment to. This will help increase our client's efficiency in managing their accounts, records and business financial health. 

To pay your vendor bills, you will first come to this screen. This screen will show you the whole records of your payments made.

To create a new make payments, navigate through: Supplier > Make Payments. Click on the “Make New Payment” button at the bottom right corner. 

Retrieve - Enter you criteria and click on the “Retrieve” button to search. Click on the hyperlink of the targeted payment to edit the payment made

Print selected record(s) - Allows you to print multiple orders. Orders are printed in PDF formats where you can send via email or send to your printer.

Delete selected record(s) - Delete a selected record.

 

Enter the details and click on "Save" to confirm and proceed.

A - If your payment is made under a different currency, you can get the latest rates from Google finance, by clicking the Get rate button. (Note: you can only match bills with same currency)

B - This section will list all bills that are not paid yet.

You can either pay partially or completely for a bill. To pay bill, enter the amount in the amount* column. Mark a tick in the box next to the bill you want to pay.

If you have any credit from a previous payment made, you can click on the Assign credit hyperlink to assign any unapplied credits.

Click on Action > Delete or Void to delete or void the sales return.

Fields marks with asterisk (*) are required fields.

Note: To edit a paid bill, select the particular bill from the list of payments made; Click on the hyperlinked bill number then you’ll be able to edit the transaction.

You can read more on supplier invoice in TreezSoft by visiting these links: 

  • How to enter my opening balance? - Historical Supplier Invoices (3/5)

  • How to create Supplier Invoice?

  • How to amend paid supplier invoice?

  • How to enter Supplier Invoices if the item is not for sales?

You can also visit these links to read more about payments made in TreezSoft:

  • How to view my payments made and bills for TreezSoft subscriptions?

TreezSoft is a cloud accounting software for Small and Medium-sized Enterprises (SMEs). It allows you to access your financial information anytime, anywhere. It also allows you to have unlimited users for FREE for your account in TreezSoft. Our aim is to help reduce our clients' time spent on accounting mainly by using our automated processes and integration to help increase their company effeciency at a minimum costs. SMEs can use TreezSoft to keep track their expenses, accounts, daily operation e.g. Point of Sales (namely QPOS) system and etc. 

Visit TreezSoft at http://www.treezsoft.com/ to sign up for a 30 days trial account with us! 

You can also email us at [email protected] for more enquiries.


Keyword payment made supplier payment

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