Purchase Payments

Understanding Purchase Payments in Zuriey POS

In Zuriey POS, managing payments to suppliers for purchases is crucial for maintaining accurate financial records. Here’s a comprehensive overview of payment statuses and how to add payments effectively.

Payment Statuses

When managing purchase orders (POs), you can track the payment status using the following classifications:

1. Paid: The purchase order is 100% paid.
2. Due: The purchase order is 100% unpaid.
3. Partial: A partial amount of the purchase order has been paid.
4. Overdue: The purchase order is 100% unpaid and past the due date.
5. Partial Overdue: A partial amount of the purchase order remains unpaid and is past the due date.

Adding Payments

1. Adding Payment When Adding a Purchase

• In the Add Purchase screen, you can enter payment details directly while creating a new purchase order.
• Fill in the relevant payment information, including the amount paid and payment method.

2. Adding Payment from the List Purchase Screen

1. Navigate to List Purchases:
   • Go to Purchases -> List Purchases.
2. Select a Purchase Order:
   • Click on the Actions button next to any purchase order (PO).
3. Add Payment:
   • From the actions menu, select the option to add a payment. This option will only appear if there is a payment due for that purchase order.

3. Adding Payments from Contact

1. Navigate to Suppliers:
   • Go to Contacts -> Suppliers.
2. Select a Supplier:
   • Click on the Actions button next to the supplier for whom you want to make a payment.
3. Pay Due Amount:
   • Select the “Pay Due Amount” option from the actions menu. This option will only be visible if there is an outstanding payment due.
4. Complete Payment:
   • Enter the necessary payment details and confirm the transaction.

Adding/Editing Payment Method or Pay-Via

When adding payments, you can specify how the payment was made:

1. Select Payment Method: Choose from available options such as cash, credit card, bank transfer, etc.
2. Edit Payment Method: If you need to change or update a payment method after it has been recorded, navigate to the relevant payment entry and make your changes as necessary.

By following these steps, you can effectively manage supplier payments in Zuriey POS, ensuring that your financial records are accurate and up-to-date!

Learn More here about Payment Customization