Entering payments

• Payment type: To manually enter payments, you must have at least one payment type. Select the appropriate payment type here.
• Payment date: Today’s day is pre-filled here. You can change the date manually if necessary.
• Invoice amount: The total amount of the invoice is already entered as the payment amount. If it is a partial payment, you can also adjust the amount manually.
• Mark invoice as paid: If you check this box, the invoice will be marked as paid (see the following section):

Mark invoice as paid

Whether an invoice is considered paid not only depends on whether the amount has been reconciled, i.e. paid in full. There is also the checkbox Paid on the invoice (see below). Invoices can also be marked as paid if the customer only pays the remaining amount. In addition, invoices that are considered to be debtor losses can also be booked out in this way.

For example, if you create a filter folder that outputs all invoices marked as paid, the result may differ from a filter folder that outputs all invoices where the amount Pay equals the invoice total.

The option Paid can be put through the payment (checkbox Mark invoice as paid) or set manually on the invoice, on the More Info page:

If the option Paid is manually set on the invoice, the amount paid will not be changed. If a list of invoices with the columns Amount Open and Amount Paid is used in an invoice voucher, the payments must also be entered for the invoices so that the Amount Open and Amount Paid can be changed. Otherwise, the invoice is considered “paid” (the checkbox), but no payment has been received/entered.

The payments can also be shown in the invoice list, for example. Create a column Payment amount with the column expression: payments.amount->sum. You can then see at a glance how much has already been paid per invoice.

Payments via script

There are also various scripts available to help automate the manual entering of payments. Contact your Vertec advisor if you would like to set up such a script for you.

Button Pay... on the page More Info

In Vertec versions before 6.7.0.6 there is also a button Pay.... on the page More info of invoices. It dates back to before there was the possibility of entering payments. It was used to enter paid amounts manually. The corresponding amount is simply deducted, there is no history and it is not possible to enter partial payments in a clear way. We recommend not to use this button in earlier versions.

To prevent accidental use of the old mechanism by pressing this button, it can be disabled with the following user rights:

Invoice > xAmountPaid > write > deny