This feature allows you to set a job as a ‘pay when paid job’. When a creditor invoice is created against a job, the payment is automatically set to on hold. Meaning, it won’t be available in a payment proposal until it’s released.Unfortunately there
There is no automation to release
...
the creditor invoice from 'on hold' when the sales invoice on
...
that job has been paid. But,
...
you can easily see the transactions which are on hold.
...
You will need to release the invoice for payment. This extra step is worth it, to make sure you don’t pay an invoice before you’ve been paid for it.
ON THIS PAGE YOU WILL FIND: | ||||||
|---|---|---|---|---|---|---|
|
...
SETTING A JOB AS PAY WHEN PAID
Go to the Jobs module > selectthe job > settings > open the job properties side bar >
In the job finance settings icon > check the box pay when paid
...
When you tick the box, if there’s If there is already a creditor invoice on the job, a dialog box will pop-up asking if you want to put the payment on hold:
Click ok if you wish to put it on hold
...
RELEASING THE INVOICE FOR PAYMENT
Once you receive the debtor payment, go to Finance finance & Administration administration module > Creditors creditors > Creditor creditor invoices pay when paid
Select the creditor invoice related to the job (you can search the job number) > and click ‘release ‘release payment from on hold’:hold’ button
...
You can then select which creditor invoices you want to release for payment
Your payment will now be available in a payment proposal
...
If there’s a creditor that should never be put on hold, you can select ‘exempt from pay when paid hold’ in the creditor sidebar > payment settings menu.
...
Related articles
| Filter by label (Content by label) | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|