Matching Payments to Invoices

The Section: Matching Payments to Invoices section demonstrates how to match payments with specific invoices in the system.

Overview: Matching Payments to Invoices

The Payment Management system allows you to associate payments with specific invoices by selecting invoices and applying payments to them. This process helps track which payments correspond to which invoices in the system.

Steps: Matching Payments to Invoices

Step 1: Locate the Invoice Checkbox

First, locate the checkbox column in the Table: Invoices Table.

Invoice table with checkbox column highlighted

Step 2: Check an Invoice

Select the invoice you want to make a payment to by checking the checkbox next to it.

Selecting an invoice by checking the checkbox

Step 3: View Result in Payments Table

After selecting an invoice, notice how the Payments table updates to show a new column related to the selected invoice.

The Payments table updates to show information related to the selected invoice

Step 4: Click the Payment Action Button

Locate and click the payment icon (money symbol) next to the invoice you want to make a payment to.

Click the payment action button to initiate payment

Step 5: View Payment Window

A payment popup window will appear with available payment information.

Payment popup window with available information

Step 6: Locate Apply Payment Field

Find the Apply Payment field in the payment window.

Locate the Apply Payment field in the window

Step 7: Enter Payment Amount

Enter the desired payment amount in the Apply Payment field.

Enter the amount you wish to apply to this invoice

Step 8: Save the Payment

Click the Save button to apply the payment to the selected invoice.

Click the Save button to complete the payment

Result: Payment Confirmation

After successfully applying a payment, a confirmation message will appear.

Success message confirming the payment has been applied

Summary

The process of matching payments to invoices involves:

1. Selecting an invoice via the checkbox

2. Observing how the Payments table updates

3. Initiating a payment with the payment action button

4. Entering the payment amount

5. Saving the payment

This functionality ensures proper tracking and association between payments and their corresponding invoices.