If you have access to Supplier Payments in Back-office, you will be able to select the supplier invoices you are paying.
NOTE: if you have not yet received/ captured an invoice from your supplier but you have made a payment and would like to post/ capture the supplier payment, click on the following link: How do I post a Supplier lumpsum payment?
STEPS:
1. In Advantage Back-office, click the left sidebar menu.
2. Open the Suppliers menu.
3. Click on Supplier Payments.
4. Click on the filter button in the navigation bar:
NOTE: Only suppliers with a CREDIT balance (your business owes them) will appear in the filter list. Suppliers with a 0.00 balance or a DEBIT balance (they owe you) will not appear in the filter list, and therefore you will not be able to perform payment or jou allocations for the supplier.
It is only when the supplier account has a CREDIT balance, that the supplier becomes "available" for allocations.
NOTE: To learn how to post a payment to a supplier account which has a 0.00 balance or a DEBIT balance (they owe you), click on the following link: How do I post a Supplier lumpsum payment?
5. Type a part of the Supplier name, supplier ID or Supplier number in the search field:
6. Press "Enter" on your keyboard.
7. Select the supplier by clicking on it:
8. The chosen supplier transactions will be displayed.
9. Go to the Allocate Payment tab.
NOTE: The ageing blocks are displayed at the bottom of the screen.
- Use your mouse to hover over each block, and a pop-up will appear with the period description:
- To see the specific transactions outstanding for a period, click on the period. The period's block will turn yellow, and the transactions will be displayed in the grid:
10. If required, enter the settlement discount into the Settlement Discount % field.
11. Select the required transactions by ticking the "Pay" checkbox in front of the transaction:
12. Press "Tab" on your keyboard.
NOTE: If only a partial payment or allocation must be made, follow these steps:
- highlight the amount (in the "To Pay" column) for the specific transaction:- type the amount that was paid or that must be allocated:
- Press "Tab" on your keyboard.
13. Click on the Update Remittance button.
14. A system message will appear: Update Remittance successful.
15. Click on OK.
16. If required, select the "Only transactions marked to pay" option. Only transactions with a selected/ ticked "Pay" checkbox will be printed.
17. If required, click on the print button to print the remittance:
17. If you would like to e-mal the Supplier remittance to the supplier, follow these steps:
- Enter the supplier's e-mail address into the e-mail address field:
- Click on the E-mail button:
- A system message will appear: Send E-mail successful.
- Click on OK.
NOTE: If you would like to know how to post the payment to the supplier's account and the Cashbook, click on the following link: How do I capture a payment made to a supplier?