Monday, July 2, 2012

How to Use Payment Reconciliation Tool?

Payment reconciliation is a tool to define the invoice in unadjusted payment entries (journal voucher). Let's consider an scenario to understand this query.





Looking at above given screen-shot, we can try and learn how payment reconciliation works.

INV00018 is the sales invoice worth 1,436.75. There has been no payment entry against invoice hence its 100% invoice is outstanding.

Table below has pulled up all the unadjusted payment entries with amount still not reconciled against any invoice. To reconcile the said amount against invoice INV00018, they will need to check box against JV and click on “Reconcile” button.

Clicking on reconcile  button will update invoice no. in unadjusted journal voucher.



















Thanks,
ERPNext Team
www.erpnext.com

9 comments:

  1. This article surely helps for all.
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  2. thanks for sharing this simple steps and making our work more easier.

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  4. This blog is so helpful. In Brisbane Custom invoice books are important for any type transaction. Invoice is issued by a seller to a buyer. Many online company provide good quality invoice book in Brisbane.

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  6. How to undo the payment reconcilliation if in case you made a mistake?

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