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How can I track payments from purchase orders?

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Follow these steps to track payments from a purchase order record:

  1. Click the Menu icon.
  2. Go to the Inventory tab.
  3. Select the Purchase Orders module.
  4. Open the purchase order of your choice.
  5. Click the Payments widget in the Summary View to see the list of all payments done and also create new ones.
  6. Click the Deep Dive button on the top right corner of the Summary View.
  7. Check the Paid and Balance fields to know the status of a payment.

These particular fields get updated in the Purchase Order record whenever a payment has been successfully completed

  • Paid: When the status of the payment is set to Paid, this field gets automatically updated to the amount that has been paid.
  • Grand Total: The amount that you have paid through the payment process displayed in the Grand Total field.
  • Balance: The remaining amount that you owe the supplier is displayed in this field.
To know more about Payments, click here.
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