{"id":24027,"date":"2024-06-12T13:29:38","date_gmt":"2024-06-12T11:29:38","guid":{"rendered":"https:\/\/docs.prim.io\/payment-by-financial-documents\/"},"modified":"2024-06-12T13:31:08","modified_gmt":"2024-06-12T11:31:08","slug":"payment-by-financial-documents","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/operational-activity-finance\/revenue-documents\/payment-by-financial-documents\/","title":{"rendered":"Payment by financial documents"},"content":{"rendered":" \n

Interface for payment of financial document. Used to settle financial documents, whether or not related to a sale\/order. It consists of Metadata (1)<\/strong>, Operations (2)<\/strong>, Sum (3)<\/strong> and Futures (4)<\/strong>: <\/p> \n \n

\"\"<\/figure> \n \n

Metadata (1)<\/h3> \n \n

In the Metadata<\/strong> field (1)<\/strong>, the interface displays the counterparty of the payment, the type of document being paid, and by default the document from which you started the process is selected. Depending on the checks you put in the financial document type, Operations (2) are managed. <\/p> \n \n

You have the option to add (or fully pay the document via) payment via POS terminal to the cash payment by ticking the box. <\/p> \n \n

On the right side of the list, you specify the currency in which the payment will be made and the cashier in which it will be reflected. <\/p> \n \n

Operations (2)<\/h3> \n \n

Depending on the type of financial document selected for payment, the Transactions (2)<\/strong> field will list all documents that have not been fully or partially paid. Selecting a financial document for payment is done by placing a check in the checkbox of its row. You are then also given the option to write in a Payment column, and you can specify a smaller, equal or larger amount.<\/p> \n \n

The Operations<\/strong> list (2)<\/strong> consists of the following columns:<\/p> \n \n

Column<\/td>Description<\/td><\/tr>
Document number<\/td>Displays the financial document number. <\/td><\/tr>
<\/a><\/td>Opens a file on the financial document.<\/td><\/tr>
Date<\/td>Indicates the date of the financial document.<\/td><\/tr>
Type<\/td>Displays the type of the financial document – Invoice\/Receipt\/Voucher. <\/td><\/tr>
Payment method<\/td>Indicates the payment method originally selected in the financial document.<\/td><\/tr>
Issued by<\/td>Shows the user who issued the financial document. <\/td><\/tr>
Currency<\/td>Displays the currency of the financial document.<\/td><\/tr>
Sum<\/td>Shows the total amount of the financial document. <\/td><\/tr>
For payment <\/td>Shows how much is left to pay on the financial document. <\/td><\/tr>
Payment<\/td>In the box you indicate how much you want to pay on the financial focument. Initially, when you place a check to select the document, the entire amount from the “To Pay” field is carried over, but you can change it. <\/td><\/tr>
Balance after payment<\/td>What portion of the amount remains to be paid after the payment is recorded.<\/td><\/tr><\/tbody><\/table><\/figure> \n \n

Once you have selected a financial document, the Amount field (3) is activated where you can also specify the payment amount.<\/p> \n \n

Important! Be sure to enter all amounts with periods – 10.10, not commas – 10.10.<\/p><\/blockquote> \n \n

Sum (3)<\/h3> \n \n

The Amount<\/strong> section (3) <\/strong>gives you information about the total amount of the payment you are creating:<\/p> \n \n

Field<\/td>Description<\/td><\/tr>
Selected for payment<\/td>The total amount of the financial documents selected. <\/td><\/tr>
Paid in cash\/Paid by POS<\/td>Payment amount. The minimum value is 0.01.<\/td><\/tr><\/tbody><\/table><\/figure> \n \n

Important! Be sure to enter all amounts with periods – 10.10, not commas – 10.10.<\/p><\/blockquote> \n \n

Footer (4)<\/h3> \n \n

In the Footer (4)<\/strong>, in addition to the Confirm or Decline buttons, there is also information on the status of the amounts on the right:<\/p> \n \n

  • Paid – total amount of payment entered<\/li>
  • For payment – total amount of payments allocated by financial documents<\/li>
  • Resto<\/li><\/ul> \n \n

    Depending on how you add a payment, the type you select, and the amounts you add, the values in the Footer (4) are automatically calculated after each change. You can use it as a handy reference point because it’s a fixed location, no matter how many rows of financial documents you have.<\/p> \n \n

    To save your changes, you need to click the Confirm<\/strong> button. If you want to exit without saving your changes, you need to click the Close<\/strong> button.<\/p> \n","protected":false},"excerpt":{"rendered":"

    Interface for payment of financial document. Used to settle financial documents, whether or not related to a sale\/order. It consists of Metadata (1), Operations (2), Sum (3) and Futures (4): Metadata (1) In the Metadata field (1), the interface displays the counterparty of the payment, the type of document being […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":24265,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nPayment by financial documents - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/operational-activity-finance\/revenue-documents\/payment-by-financial-documents\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Payment by financial documents - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\" Interface for payment of financial document. Used to settle financial documents, whether or not related to a sale\/order. 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