The
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Finalise button is available in all modules that contain transactions that do not require shipment or invoicing, and works the same way in every module.
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Finalising a transaction
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completes and posts the original transaction, creates an open item
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, and posts the open item to the General Ledger.
The example below shows how the Finalise button is
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Example of using the Finalise Button.
- Click on Relationships
- Click on Payments
- Click on New
- Leave the date or overwrite the date. For Customer Payments ensure that the date is the date on the Bank Statement or the date you received it.
- Select a Customer Card Id
- Enter the Value of the Payment received
- Select the correct Tender Method
- Enter a Description
- Click on Finalise.
- Clicking On Finalise for a Payment will Finalise the Payment. You May need need to Allocate this payment later on.
used to finalise a customer payment:
- In the navigation panel, go to Relationships then Payments.
- Locate a customer payment that you wish to finalise.
- Select the card ID of the customer who has made the payment.
- Enter the value of the payment received.
- Select the correct tender method.
- Enter a description for the payment.
- Click Finalise. This finalises the payment. Note that the payment may need to be allocated later on.