Viewing scheduled payments
function allows you to view the payments due to be made per suppliers, by
payment date. The report renders as an excel document.
Select “Suppliers Accounts” from the navigation bar on the left-hand side of
Select the “Payments” function on the right-hand side of the screen. Then
select “Scheduled Payments”.
In the new window, select the last date for which you would like to see due
An excel document will download which details all up coming payments, their
deadlines, as well as any overdue accounts:
Updating booking statuses & forms of payment
Once confirmations have been received from the suppliers, the booking status of each service needs to be updated. This helps you keep track of each service, create vouchers, and to create a guide cash advance. Once the booking statuses have been ...
Capturing Supplier's payments
Select “Suppliers Accounts” from the navigation bar on the left-hand side of the screen. Select the “Payments” function on the right-hand side of the screen. Click “New Payment”: In the new window, click on the 3 coloured dots and search for the ...
How to load customer payments
From the home screen, hover over the “Invoices” icon and select “Customer Payment”. A new window will open showing a list of all previous client payments that have been received: Click “Add”. When the new window opens, click the 3 coloured dots to ...
How to view Supplier’s details (inside profile)
Hover over the “Suppliers” icon and select “Database”. Use the filters to search for the required Supplier. Once you have found the desired supplier, click on the “Edit service” button to open the Supplier’s service. This can be done by either ...
How to view and capture suppliers' invoices
How to view invoices Under “Bookings” section: Access the booking Under the “Suppliers invoices” Tab Select the desired supplier until highlighted in orange: Acc N: Features the account number assigned to the supplier Supplier: Features the supplier ...