How do I invoice a company or travel agent and record their payment?
Short answer
Charge the folio to the partner in the Sales & Channels tab of Take payment, then in Creditable Sales & Channels > Creditable Invoice click Add Creditable Invoice, assign the postings and Create. Record money received in the Payment tab.
Steps
- Set up the partner once: category with Credit Apply, the partner, and its credit terms (setup).
- On each folio: section Take payment, tab Sales & Channels, select the partner, amount, Add Payment, Save.
- Open Creditable Sales & Channels > Creditable Invoice and click Add Creditable Invoice.
- Choose the Sales & Channels partner. Click Assign on each folio card to include it. Set Due Date, Remark.
- Click Create, then Print and send it.
- When money arrives open the invoice > Payment tab > Add Payment, enter type and amount, Save Payment.
Check the result
Posted Amount, Received Amount and Due Amount update; a fully paid invoice moves to Creditable Settled Invoice.
Common problems
- Please select Sales & Channels. Pick the partner in the Sales & Channels tab.
- No postings listed: nothing was charged to this partner.
- After taking payment can not change in posting payments. / can not delete invoice. once payments exist.
- Commission you owe an agent: Commissionable Invoice (steps).
- Menu missing: add the privilege to the role.
- Messages: Sales and channels messages.