With the Gestix ERP you can easilly issue a payment receipt for part of an invoice.
Here we go through the steps to process a customer payment, from the Invoicing menu, whereas a similar procedure would be performed for processing payments made to suppliers from the Purchasing menu.
Open the Invoicing menu and click Receipt, New.
Here we’re clicking the Search button to choose the customer from a pop-up list.
Then we click the button labeled Document to select the invoices being paid, then we click over Select All to add those invoices to the receipt.
Since the customer is paying the amount of GBP 446,52 and the selected invoices total is greater than this, we want to edit the amount paid for, say, the last of the three invoices. Click the little pencil button labeled Edit at the left hand side of the line.
Now let’s enter the correct amount and click the little button labeled Save next to the Paid Amt field.
Click the Save button at the top of the document, and it’s ready to print or send by email.
The purpose of this article is to show how to configure Gestix in order to process quotes, orders, and subsequent invoices optimized for global trading.
This is a personalized version of Gestix’s “US” invoice layout that uses the Industry-specific option “Ship date by item” to enable entering the ship date for each item, and the “Article Options Set 1” as the table of “Parts Condition Codes”. All these parameters are found in the Admin menu.
Choosing the Industry-specific option “Ship date by item”.
Activating Article’s Options Grid. Fill the first data field with “Conditions” and leave the other field empty)
Entering Part Conditions Codes:
Configuring the order and similar documents to use the personalized version of the invoice layout (doc_template_aero.html)
After likewise checking all other involved document series, as needed, the configuration is complete.
Now, the every-day kind of tasks. Before entering the order into the system, lets checking the item file:
And go on to entering the quote:
Then, the order and finally the invoice.
Send the PDF directly by email if you wish,
For more information call us at tel. (00 351) 213 477 410 or mail us through email@example.com. Thank you.
When installing Gestix in your computer, choose your language when asked. Then, when entering the address of your company, Gestix will automatically adapt the invoices to the local language while keeping the user interface in your own language.