How to make a Payment?
1. Click the “FINANCIALS MODULE” icon.
2. Click the “PAYABLES” button located at the top navigation bar.
3. Click on “MAKE A PAYMENT” button found at the left side bar.
4. Enter a letter or keyword to find the Party ID.
5. If you don’t know the PARTY ID, click the icon beside the search bar. A new window will pop up, provide whatever details you have and click “LOOKUP”.
6. If in case, you do not have any details at all; just click the “LOOKUP” button right away. It will load a page with the list of all PARTY IDs. Click on your desired PARTY ID.
7. You will be directed to this page. Notice that when you’re creating a payment, various statistics are visible in the Accounts Payable-Payment Dashboard. This will help you see your Outstanding Payables, Transaction Summary, and a graph that shows your balances.
Provide all necessary details, and click “MAKE PAYMENT”.
What’s next?
Learn how to apply a payment.