IDStatusDateStart DateCustomer Due DateDepartmentProductOrderPublic/Private
#45135 Closed Level 1 Support - public
Hassan Ahmed
name
Hasan Ahmd
email
****************
subject
Advance recovery
message
How to upload individual payments in Advanced recovery ?
Mohsin Ahmed

Dear Customer,

If my respond helps you, I would appreciate kindly leave your feedback at https://trustpilot.com/evaluate/impaktt.com , that motivate us to be more helpful.

Thank you,

Mohsin Ahmed

Sr. System Developer
Hassan Ahmed

Thanks for your guidance

 

Mohsin Ahmed

Dear Customer,

I’ve mentioned steps below.

1- You need to create direct Receive Payment, instead of against any invoice for the advance you are going to collect. For example i have showed the quick link in the screenshot, or you can click on blue Payment button from the page, Accounting->Sales

Below is the page link

https://vitoria-tameerat.impaktt.com/wp-admin/admin.php?page=erp-accounting-sales&action=new&type=payment

2- From line items select Advance Account you have configured in your settings, in your case specifically it is “Advance Recovery”, as i showed up in the screen shot attached, and mark the along with the description and reference i.e: like against what you have collected advance payment. At this point you have collected the  advance which showed up in your customer dashboard screen.

3- When you are going to clear any invoice from Advance payment, simple select “Advance Recovery” from the option Deposit To.

hope it clears.

Note: Sooner our release with the video tutorials of “new features” being announced for all customers, where you can find the video of this option also.

Thank you,

Mohsin Ahmed

Sr. System Developer
Hassan Ahmed

please send me screenshots

Mohsin Ahmed

Dear Customer,

If you’re using version 1.7

you can simply receive payment against user in advance payment bank account, which must be configured in your account settings.

Can you please share your login credentials so i guide you  with screenshots.

Thank you,

Mohsin Ahmed

Sr. System Developer

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