Invoice Payments File

The Invoice Payments file lists transactions associated with a particular invoice. It allows you to create, edit and delete payments for this invoice. If you are paying more than one of a given supplier’s invoices, it may be quicker to use the Batch Processing method. For individual payments use the methods described below.

From Polygon Back Office,

Access the Suppliers File by clicking the Suppliers button on the toolbar,

Select the appropriate Supplier and click the Supplier Transactions button,

The Supplier Transactions File will be displayed,

Highlight the Invoice which you wish to record a payment for and then click the Pay button.

If this is the first payment for this invoice the Invoice Payments Details File will be displayed. If a payment has already been made, the Invoice Payments File (this form) will be displayed.

•Change - Highlight a payment and click Change to modify the highlighted payment using the Invoice Payment Details form;

•Find - To find a payment in the list of payments type the payment reference into the Find box;

•Total - The total of all payments associated with this invoice is calculated and displayed here;

•Reload List - This button is used in multi-user installations where multiple users may be entering data at the same time. Clicking this button will refresh the displayed data and show any changes made by other users;

•Print - Clicking this button will generate a report showing the data currently displayed on the Invoice Payments file. This report can be printed, saved or converted to CSV format which can be loaded into spreadsheet programs.