Adding a Payment to a Purchase Refund

Follow these steps to add a payment process to the returned invoice:

  1. Click on “Purchases” from the main menu.
  2. Click on “Purchase Refunds“.
  3. Select the returned invoice to which you want to add a payment process.
  4. Click on “Add Payment” from the available actions.
  5. Enter the payment transaction details as follows:
    • Method: Select the payment method.
      • Note: You can modify payment methods through account settings. For more details, see the guide on “Payment Options”.
    • Amount: Enter the paid amount.
    • Date: Set the date of the payment process.
    • Payment Status: Choose the payment status from the following options:
      • Incomplete.
      • Complete.
      • Pending.
      • Failed.
    • Collected By: Select the user responsible for the collection.
    • Treasury: Select the treasury or bank account from which the collection is made.
    • Payment Details: Add any additional data related to the payment process.
    • Receipt Notes: Add any additional data related to the payment process.
    • Attachment: Attach photos or documents related to the payment process.
    • Ref No: It is a number associated with payment operations in payment papers.
    • Click on the “Add Payment” button.