The "Batch Payments" feature in the Sales module is designed to streamline and simplify the process of recording and managing payments for invoices. Here's how this feature can be used:
Usage:
a. Invoice Number: This column displays the unique identification number for each invoice.
b. Payment Date: It shows the date when the payment for the invoice was received.
c. Payment Mode: This column indicates the method used for the payment, such as credit card, check, bank transfer, etc.
d. Transaction Id: The Transaction Id column can be used to record a reference number or identifier associated with the payment.
e. Amount Received: This column displays the amount of money received for each invoice.
f. Invoice Balance Due: It shows the remaining balance due on each invoice after the payment has been recorded.
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Recording Batch Payments: To record batch payments, you can use checkboxes or a multi-select feature to select multiple invoices from the grid that you want to process together.
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Perform Batch Actions: Once you've selected the invoices, you can perform batch actions, such as:
Figure 1 Batch Payments