Objectifs
- Enregistrer les paiements sur les factures
- Payer à partir du compte du fonds fiduciaire
Etapes
Une fois ,votre facture éditée et que vous recevez des paiements clients, vous pouvez les enregistrer dans le système.
Tout d'abord, dans le menu principal, cliquez sur Facturation → Factures→ Voir toutes les factures pour être dirigé vers la page de la liste des factures.
Dans la roue des actions à côté du numéro de la facture, cliquez sur Enregistrer un paiement pour enregistrer un paiement sur la facture sélectionnée.
To record a new payment, you have to fill in the necessary fields:
- The date on which the payment was made.
- Payment method: choose the payment method, for example, Cash, Credit Card, Online Payment...
- Deposit To: choose the account to deposit this payment.
- Amount: specify the amount of this payment.
You can add a reference number, any comments, or attach related files if needed.
The new payment amount will be automatically added to the Deposited account and deducted from the Balance.
The Collection tab enables you to monitor payments registered for each invoice. The tracker at the top displays the total invoice amount, paid amount, balance due, and payments made through credit notes.
Additionally, you can track the percentage of payments completed.
Click New Payment to add a new payment, or to use the trust fund deposit for payments.
To record payments from prepaid accounts, or clients' trust accounts. Click Use Trust Fund, specify the payment date, deposit to account, and the payment amount.
The system will automatically withdraw the Amount from the client's trust fund.
Read this guide to know more about how to manage Trust Funds.
The Receipt voucher could be exported to Word using a predefined invoice template, and it can also be printed and shared with your clients.
Any attachments included in the payments could be also downloaded directly from here.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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