How to add a new customer remittance

This guide will show you how to record a new remittance into your PromoServe system

 

STEP 1   Under 'Invoices & Payables,' select 'Accounts Receivable.'

STEP 2  You will now see a list of existing remittances you have already entered To add add a new remittance, press the insert button here

STEP 3    Click the magnifying glass, which opens a list of customers. Double click on the customer you are receiving money from.

STEP 4  You will now see a list of outstanding invoices which require payment Enter in the full amount you have been paid in the Remittance Value box, then press TAB on the keyboard

STEP 6   You now need to select the invoice you are paying by highlighting the invoice  and clicking on 'INVOICE PAID'

STEP 7    You will now see the status change to 'FULL PAYMENT' Settings to review: 'Payment Method' how have you received the money 'Date' When did you receive the payment 'Destination' Which bank do you want to receive the money into Once you have filled these fields in press 'Create Remittance'

STEP 8  The new remittance is displayed, the invoice is now marked 'Paid,' and the money appears in your bank in the nominal ledger