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| <title>The Find Payments help screen.</title> |
| <para>The default screen is 'Find Payment' which allows the user to |
| search for and view the details related to a payment transaction. |
| Specific search criteria can be entered as a filter to locate the |
| payment quickly. </para> |
| <para> |
| Payments can be incoming or outgoing and the demo data contains a |
| list of payment type descriptions that describe the reason for the |
| payment in more detail (eg Customer Deposit, Tax Payment, Commission |
| Payment etc). |
| </para> |
| <para>This screen is used to locate existing payments that have been |
| created |
| automatically by the system or manually by the user. There are |
| links |
| from this page that can be used to do the following: </para> |
| <itemizedlist> |
| <listitem><para>Create a new incoming or outgoing payment |
| </para></listitem> |
| <listitem><para>Find Sales Invoices by due date |
| </para></listitem> |
| <listitem><para>Find Purchase Invoices by due date </para></listitem> |
| </itemizedlist> |
| <section> |
| <title>How do I view all payments?</title> |
| <orderedlist> |
| <listitem><para>Press the 'Search' button to view all payments</para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I locate an existing payment?</title> |
| <orderedlist> |
| <listitem><para>Enter the 'Payment ID' if known</para></listitem> |
| <listitem><para>Enter a word from the payments 'Comment'field if known</para></listitem> |
| <listitem><para>Enter the 'Payment Type Id' if known</para></listitem> |
| <listitem><para>Enter the 'From Party Id' if known (NOTE: In most cases for an |
| incoming payment this will be the customer party id)</para></listitem> |
| <listitem><para>Enter the payment amount in the 'Amount' field if known</para></listitem> |
| <listitem><para>Enter some details from the payment reference number in the |
| 'Reference No' field if known |
| </para></listitem> |
| <listitem><para>Enter the status of the payment in the 'Status Id' field if |
| known</para></listitem> |
| <listitem><para>Enter the 'To Party Id' if known (NOTE: In most cases for an |
| incoming payment this will the the customer party id. For outgoing |
| payments this will be the supplier id, or customer id for a refund) |
| </para></listitem> |
| <listitem><para>Press the 'Search' button to view all payments</para></listitem> |
| <listitem><para>All payments that meet the search criteria will be displayed. |
| </para></listitem> |
| </orderedlist> |
| </section> |
| |
| </section> |