{"id":2077,"date":"2023-08-13T13:41:41","date_gmt":"2023-08-13T13:41:41","guid":{"rendered":"https:\/\/nsaq.io\/docs\/%d9%85%d8%af%d9%81%d9%88%d8%b9%d8%a7%d8%aa-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2023-10-16T21:41:06","modified_gmt":"2023-10-16T21:41:06","slug":"customer-payments","status":"publish","type":"post","link":"https:\/\/nsaq.io\/en\/docs\/customer-payments\/","title":{"rendered":"Customer Payments"},"content":{"rendered":"[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_spacing=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” column_border_radius=”none” column_link_target=”_self” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” tablet_text_alignment=”default” phone_text_alignment=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]\n
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“This page displays everything related to customer payments.”<\/span><\/p>\n

Instructions to Access the Customer Payments Page:<\/strong> <\/span><\/h3>\n

“To access the ‘Customer Payments’ page, please follow these instructions:”<\/span><\/p>\n

    \n
  • Firstly, go to the Sales screen from the main menu by clicking on the option related to sales. Afterward, the Customers window will appear, where you will click on it.<\/span><\/li>\n
  • When you are in the Customers window, you’ll need to select the link named “Customer Payments,” which will allow you to access the page related to payments.<\/span><\/li>\n<\/ul>\n

     <\/p>\n

    Options and Features of the Customer Payments Page:<\/strong><\/span><\/h3>\n
      \n
    • On this page, you will find an option to use filters like “Date \u2013 \u2026\u2026” which can be accessed by clicking on the filter icon located on the left side of the page. Using these filters, you can query the invoices available in the system.<\/span><\/li>\n
    • You can view any existing sales payment, with the ability to modify it according to your needs and requirements.<\/span><\/li>\n
    • You can also check the accounting entry associated with any of these documents through a custom button at the end of each transaction.<\/span><\/li>\n
    • The option to print any sales payment and keep a hard copy of it is available as well.<\/span><\/li>\n<\/ul>\n

       <\/p>\n

      Explanation of How to Create a New Customer Payment:<\/strong> <\/span><\/h3>\n

      “To create a new customer payment, you can click on the link available next to the page named ‘Create New Customer Payment.’ Please follow the following instructions carefully:”<\/span><\/p>\n

        \n
      • \n

        Basic Payment Information:<\/span><\/h4>\n
          \n
        1. Firstly, you will need to select the payment recipient, which is the customer you are dealing with, from the dropdown menu of available customers.<\/span><\/li>\n
        2. You can also specify the customer’s branch associated with the payment through the dropdown menu of customer branches.<\/span><\/li>\n
        3. Choose the financial account to which the payment amount has been transferred by the customer.<\/span><\/li>\n
        4. The payment creation date is set automatically based on the current date, but you can edit it if necessary.<\/span><\/li>\n
        5. Each customer payment has a unique reference that can be used for identification, and this reference is a serial number that distinguishes the payment from others.<\/span><\/li>\n
        6. If there are bank charges related to the payment, please add them in the provided field.<\/span><\/li>\n
        7. Additionally, you can select the branch of the receiving entity to which the payment was transferred from the dropdown menu of entity branches.<\/span><\/li>\n<\/ol>\n<\/li>\n
        8. \n

          Invoices Table:<\/span><\/h4>\n
            \n
          1. This table is used to direct the paid amounts to your invoices, whether it’s one or more, directly.<\/span><\/li>\n
          2. You can verify the correctness of each invoice through the available link.<\/span><\/li>\n
          3. Once verified, you can add the customized amount you wish to pay in the adjacent field for the respective invoice.<\/span><\/li>\n
          4. Buttons available next to each invoice offer options for ‘Pay All’ or ‘Clear Customized Amount.’<\/span><\/li>\n
          5. If you decide to allocate amounts to one or more invoices, these amounts will be automatically summed up in the value field at the bottom of the page.<\/span><\/li>\n
          6. If there is a discount on the payment, you can add the discount value in the dedicated field.<\/span><\/li>\n<\/ol>\n<\/li>\n<\/ul>\n

            Note: When adding a discount to the payment, the invoice will be considered fully paid, but the amount collected will be the value of the invoice with the applied discount, and the value of this discount will be transferred to the general discount account.<\/span><\/p><\/blockquote>\n

            Additional Information:<\/span><\/h4>\n

            In addition to the above method, the system also allows you to add a payment amount directly without specifying its allocation at the moment. You can specify the allocation later through the ‘Customer Customizations’ page.<\/span><\/p>\n

              \n
            1. If needed, you can enter the discount value.<\/span><\/li>\n
            2. You can also add the amount collected from the customer.<\/span><\/li>\n<\/ol>\n

              Once you have filled in all the details, you can click on the ‘Insert Customer Payment’ button to create the payment.<\/strong><\/span><\/p>\n<\/div>\n<\/div>\n<\/div>\n

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