Record a payment for an invoice

Record the details of the payment made for an invoice. In the s10001 Projects screen, in the Projects grid, in the General 1 tab, ensure the Manual payments entry allowed checkbox is selected for the project related to the invoice.

1. Navigate to the s53002 Invoice Paid screen.

2. To refresh the screen, select the F5 key.

3. Perform one of the following:

   • Select the Purchase Orders tab and perform the following:

     1. In the Purchase Orders grid, select a row.

     2. In the Invoices grid, select a row.

   • Select the Invoices tab and perform the following:

     3. To refresh the Invoices grid, select the F5 key.

     4. In the Invoices grid, select a row.

4. Select anywhere in the Payments grid.

5. On the Home menu, in the Record group, select Create.

6. Select the General tab and perform the following:

   1. In the Id field, enter the unique ID of an invoice payment.

   2. In the Payment Date field, enter the date when the invoice amount is paid.

   3. In the Amount field, enter the amount paid for the invoice.

      In the Payments grid, if the value in the Amount field is equal to or exceeds the value in the Amount to Pay field in the Invoices grid, then in the Invoices grid, the value in the Status field is updated to Paid.

   4. From the Currency dropdown, select the ID of a currency related to the invoice amount.

7. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s53002 Field descriptions.

8. On the Home menu, in the Record group, select Save.

   The payment details are recorded for the selected invoice.