Understanding Payment

This sub module of finance helps to record all the payments made to the Company.



Navigate to Settings > User Roles.

Select the employee you want to give Payment Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Enable the permissions Payment Form and Pending Payment under Payment option. 

Click on Save.


How to Make a Payment Entry

Navigate to the Left Menu > Finance> Finance.

Click on the Payment option from the left menu that appears next.

Click on the plus sign on the top right corner of the page. 

Select the Vendor’s name under the Payment To field.

Select those amounts that need to be paid or select all and click on Save.


Type of Ref: This field has three options. Select accordingly.

Against: if an amount is paid against a bill. 

Advance: if the amount is paid as an advance

On Account: Here an amount is paid even before a bill is made and it is adjusted according to the amount in the bills made.


Enter the amount to be paid, the bank and the method of payment.

Enter the deduction particulars if any.

For payments in Advance or On Account, the amount needs to be entered.

Click on Save.

Note: The Action Button has the option to Edit, download, print and Delete the payment.


Pending Payment

This sub module has the list of all payments that are pending from the company. 

The payments can be made by clicking on the Payment button. The same Payment Entry form as described under the Payment Entry Module will be displayed. Enter all details and Save for recording the payment made.


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