Payments

- The
Payments
panel displays all Payments
, both entered in the panel itself and those entered for Sales
- New
Payments
can be entered. They are not attached to the sale of any item but simply be treated as an incoming amount, affecting the Float
or Bank Account
as defined by the Payment Method
- The
Reason
drop-down field visible when modifying a Payment
can be populated using Selectables
- The
Payment Method
details used is stored verbatim at the time the Payment
is entered. Modifying the Payment Method
after a Payment
is entered will not be reflected on the existing Payment
- The same applies for the
Contact
assigned to the payment, if any
-
Payments
from Sales
are noted in the Sale Payment
column
-
Sale Payments
, when modified, will affect the related Sale
. If by the modification of a Payment
, the total amount paid for a Sale
falls below it's total, it will be marked as Unpaid
and Incomplete
- Entering a
Payment
Amount
which would bring the amount paid for a Sale
above it's total price will result in an error.
- When viewing the raw data in the sqlite database, the
Payment
Amount
is always equal to the amount paid + the surcharge incurred by the payment method
- A payment created to reverse an expense cannot be reversed
Credits
- A
Payment
marked as a Credit
must have an assigned Contact
-
Payments
created from a Credit
never have surcharges
- A
Payment Method
is always required unless the Payment
is created from a Credit
-
Credits
do not count towards any report or float or bank calculations
-
Payments
created from Credits
do count towards reports and float/bank calculations - ie. Unused credit is not included in predefined reports
- Credit cannot be reversed
- Used credit can be reversed, but no refund expense is created as no money is being returned to the customer
- Credits cannot be deleted - the payment made to create the credit must be deleted to prevent orphaned credit with no associated payment
- Deleting a payment for a credit will delete the credit and any used credit
- When reversing a payment for a credit, the associated credit and any used credit will also be reversed
- A standalone payment cannot be created from credit - credit must be used as payment for a Sale
Transfers
-
Transfers
can be created directly from a Payment
using the Transfers tab in the preview panel on the right hand side of the screen while a Payment
is selected in the list. This will move the payment from it's current Bank Account
or Float
to another.
- Credit cannot be transferred
- See the Transfers page for more details
See the Default Behaviours document for information on fields which are automatically set and unset, and the effect deleting items will have on other related items.