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Purchase Payments

The Make Payment screen is used to apply payment to Sales or a Purchases. This screen also allows you to add/edit an existing payment.

Apply a Payment to a Purchase

  1. Click the add icon adjacent to payment in the main menu.
  2. Enter in the amount you wish to pay if it differs to the default (full payment). You can assign payment to as many Purchases as you like provided that the total allocated does not exceed the total payment amount at the top of the screen.
  3. The Amount Remaining To Be Allocated line shows you the difference between the total amount and the amount allocated to all of the Purchases. If this number is a negative number, you have allocated more than the total amount of the payment. If the amount is $0.00 you have allocated all of the payment amount correctly. If it is a positive number, you have not allocated enough.
  4. Sometimes you need to store more detailed information about a transaction for tax or reference purposes. The notes field gives you a place to store such information.
  5. Save the Payment. This screen will not allow you to save the payment until you have correctly allocated the payment.

Print or Email Remittances

Once you create and save a payment on a Purchase Invoice or Purchase Order you have the ability to print or email a Remittance to your customer. To print or email a Remittance:

  1. Once you have saved the Purchase Payment (as created in the above help section) you will see a menu at the top of the Purchase Payment screen.
  2. Click Print PDF to view the print version. It will load in Adobe Reader automatically. Or,
  3. Click Email PDF to load the email template ready to send an email with PDF attachment to your customer.

Note if you have paid multiple invoices in your payment Saasu will list all the related invoices and payment amounts in a single Remittance

Payment Information

DateEnter the date that the payment was paid or received here.
AmountEnter the payment amount into this field. Saasu will automatically calculate the Tax based on the invoices the payment is allocated to.
AccountEnter the account that was used to perform the transaction in this field. That is, where the money was paid from, or received to. To create a new account, click the plus icon.
ReferenceThis field allows you to include additional reference information to help you to identify the transaction, or to cross-reference with your bank records. For example you can use this field to store anything you like a EFT reference or cheque number.
Date ClearedThis field allows you to store a date that the payment cleared in your bank or credit card account if different to the Date specified earlier.
SummaryTo make it easier to find and identify your transactions, enter in a brief summary. The summary appears in some reports and transaction lists. It is recommended that you keep this summary reasonably brief so that it appears more neatly on reports and transaction lists. For more detailed information about the transaction, use the Notes field instead.
Invoice ListThe payment screen shows a list of invoices that are unpaid so that you can assign a payment across multiple invoices.
ContactsUse the Show outstanding invoices for Contact List drop-down to narrow down the Purchases in this list. This is useful if you have a large list of outstanding amounts to contend with.