Page Comparison

Whenever you a document like the A/P post an Invoice or an A/P Credit Memo, you have to reconcile that with a payment to close it out. This is is page shows you how to do that in OBeer.

Step-by-step guide

1. Go to Banking->Outgoing Payments->Outgoing Payments or Banking->Incoming Payments->Incoming Payments
2. Bring up your customer in your Business Partner in the Code field in the upper left corner
3. This will populate the window, and any open documents you have will be listed
4. Find your Credit Memo and check the box in the Selected Column
5. and allow you to choose which open documents you would like to pay
6. Right click on the window and click Payment MeansSwitch
7. to your Check tab and enter the amount, then click OKEnter your payment information in the appropriate tab

8. Click OK to save the payment info

9. Click Add on the Outgoing Payments window

   Image Removed

    

   You'll find that the payment is now tied to that document and it closed it out.to create the payment

This screenshot goes through an example of an Outgoing Payment

Image Added

Related articles

For an in-depth tutorial of outgoing payments please refer to Training 401 - Accounting

...