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How can a partial payment be entered in CashCtrl? The tutorial shows in a simple way how this can be done. For example, repair orders or purchase orders that require a down payment can be processed. The payments are immediately listed on the document.
The invoice has been sent to a customer and the first partial payment has been transferred. For explanation purposes, the payment is posted manually here. This can also be done automatically. With the import function for bank transactions (camt053, camt054 files) an open invoice is automatically recognised and the payment is booked.
Click on "Next Step/Payment" to open the payment dialogue. It automatically shows the full invoice amount. The amount can be adjusted as desired. Conclude with "Save".
The recorded payment is listed on the document with the payment date. The outstanding total is listed at the bottom. This way, the document can be sent to clients again if necessary.
The document is still open as it has not yet been paid in full. Further partial payments can be entered via "Next step/Payment". This procedure is the same for all subsequent partial payments.
All subsequent partial payments are shown with date and amount on the invoice document.
The last payment is entered via "Next step/Paid". This changes the status of the document and opens the payment dialogue. This automatically shows the remaining amount. This completes the document and the entire amount is paid.
All partial payments have been received, the order is now paid in full.
The individual bookings of the document can be viewed. In the order overview under "More/Bookings" and in the detailed view above via "Bookings".
Anyone who has ever stood on the Niesen knows the spectacular panorama that awaits you up there at 2,362 meters above sea level. CashCtrl does not offer such panoramas - but a good overview.
