Payment Smart Button

Under the Sales module → Orders → Customers, in the customer profile, click on any customer to access their profile, where the Payment smart button is available, displaying the payment details for both sales and purchase orders created for that customer.

Sale Order Invoice Payment

In Sales, create a sales quotation by adding products to the product line.

Create Invoice.

In the Pay wizard, select 'Create Payment' button.

The payment status of sale order invoices will change to the 'Paid' stage.

The Payment smart button should display the "SO Number," "Invoice Reference Number," and "Payment Reference Number" when the invoice is created, and payment is made through the Sales module.

Invoice Payment

Under Invoices, create an invoice directly by adding products to the product line.

In the Pay wizard, select 'Create Payment' button.

The payment status of invoices will change to the 'Paid' stage.

The Payment smart button should display the "Invoice Reference Number" and "Payment Reference Number" when the invoice is created, and payment is made through the Invoicing module.

Direct Payment

Under Invoicing → Customers → Payments, on the Payment page, create the payment by adding the amount to generate the payment record.

The Payment smart button should display only the "Payment Reference Number" when the payment is made through Invoicing → Customer → Payment.

Purchase Vendor Bill Payment

In Purchase, create a Request for Quotation by adding the products to the product line.

Validate the Receipt.

Go back to the purchase order to open the vendor bill page and enter the 'Bill Date' to generate a bill number.

In the Pay wizard, select 'Create Payment' button.

The payment status of purchase vendor bill will change to the 'Paid' stage.

The Payment smart button should display the "PO Number," "Bill Reference Number," and "Payment Reference Number" when the bill is created, and payment is made through the Purchase module.

Vendor Bill Payment

Under Invoicing → Vendors → Bills, create a vendor bill by adding a product line, and enter the 'Bill Date' to generate a bill number.

In the Pay wizard, select 'Create Payment' button.

The Payment smart button should display the "Bill Reference Number" and "Payment Reference Number" when the bill is created, and payment is made through the Invoicing module.

Direct Payment

Enter the vendor information and add an amount to generate a payment record.

The Payment smart button should display only the "Payment Reference Number" when the payment is made through Invoicing → vendor → Payment.