Payment Update

this guide will show you, step by step, how to handle invoices and payments in your erp system you’ll learn how to find the accounting section view invoices and payment details generate and email invoices update payment information by following along, you’ll be able to keep your billing organized and make sure tenants get the right invoices quickly and easily move to the accounting section once logged in, locate and click on the accounting section from the menu on the left hand side of the screen after entering the accounting section, click on the payment option view invoices & payment details this will open the invoices and payment details page on this page, you will see a list containing the following information rental unit specific rental unit linked to the payment tenant name tenant responsible for the payment invoice number unique invoice number amount payable total amount due for the specific invoice amount paid displays how much has already been paid payment method method of payment status indicates if the invoice is paid, partially paid, or unpaid invoice date the date when the invoice issued actions the update button for editing payment details generate invoice receipt scroll to the end of the list, and locate the tenant’s name click on the billing button click on the preview and generate button the invoice receipt will now open click on the generate button a confirmation message will appear indicating that your invoice has been generated successfully click on the dispatch invoice button the invoice will be sent successfully via email to the tenant update payment information now return to the payment section locate the tenant's invoice for which you want to update the payment click on the update button this will open the add credit page, where you can update payment details the add credit page will include the following fields invoice number payment method status payment date amount payable amount paid transaction number fill in the required details and click on save changes a message will confirm that the payment has been updated successfully dispatch the updated invoice once the payment update is saved, click on the dispatch button the system will send the updated invoice via email successfully by following these steps, you can efficiently manage invoice generation, dispatch, and payment updates within the erp