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Applied Debit & Payment Record

Apply Debit to Invoice

This feature is used to reduce the payable amount of an invoice by applying available Debit Notes.

Step 1: Open the details of an Unpaid or Partially Paid invoice.

Step 2: Click Apply Debits.

Debit Available represents the total remaining amount from all Open Debit Notes associated with the vendor. This value is calculated per vendor.

Step 3: Enter the Amount to Debit and click Apply.

Only Debit Notes with Open status that belong to the same vendor as the invoice will be available for selection.

Delete Applied Debit

To remove an applied debit from an invoice:

  • Navigate to the Applied Debits tab, click Delete, and confirm the action.

Payment Record

This feature allows partial or full payment of an invoice amount.

Step 1: Open the details of an Unpaid or Partially Paid invoice.

Step 2: Click the Payment button.

Step 3: On the New Payment page, enter the Payment Amount, select the Payment Date and Payment Mode, then click Save.

Step 4: Approve the payment if a Payment Request approval workflow has been configured in the Approval Settings.

Delete Payment Record

To delete a payment record:

  • Navigate to the Payment Record tab, click Delete, and confirm the deletion.

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