Enter a regulation without linking it to an invoice

Enter a regulation without linking it to an invoice

When you receive a regulation from a customer, you can choose not to link it to an invoice. The purpose of this option is to allow the user to:
  • to enter all regulations without looking for which invoice(s) they are bound.
  • link them to invoices thereafter
To enter a regulation, click the buttonNew regulationsin the menusInvoicesandMonitoring of regulationsin the menuBilling:



Or





By clicking onNew regulations, the window below opens:




Complete all the information requested:

Customer *:

  • Click on the People pictogram if your client is a natural person or on the pictogram representing an organization if your client is a legal person.
  • Type the first letters of its name
  • Among the customers corresponding to your search, click on the customer who made you a payment. Be careful, if the contact form is not in customer status, you will not find it. It is then appropriate totransform contact into a customer.

Amount of regulation *:

  • Enter the amount of the payment received. You will see an information note announcing that there is too much perceived.

Date of regulation *:

  • Enter the date of the regulations

Regulation method *:

  • Choose the type of regulation from those proposed: CB, Cheque, Species, Pre-release or Transfer

Reference *:

  • Enter the regulation reference (BC reference that appears on the statement of account, cheque number,...)

Bank *:

  • Select the bank account on which you want the money received to be recorded.

[Option] Add notes to this regulation if necessary.


Once you have finished indicating your regulations:


  • Click onRegisterif you do not wish to enter other regulations at this time
Click onSave and start overto enter new regulations on that same customer (if they paid you with another means of payment) or on other customers.

Your regulations will be visible in the MenuBilling-Follow-up to regulations:




It has the mentionPartially used.

You can alwayslink it to an invoice.


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