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Sale Payments

Payments are applied to Sales or a Purchase invoices. This screen allows you to add/edit a payment.

Applying Payments to Sales

  1. Go to Add > Sale Payment.
  2. Enter in the amount you wish to pay if it differs to the default (full payment). You can assign payment to as many Sales 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 Sales. 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. Click Save.

Print or Email Receipts

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

  1. Once you have saved the Sale Payment (as created in the above help section) you will see a menu at the top of the Sale 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.

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 GST 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 BPAY 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 Sales or Purchases in this list. This is useful if you have a large list of outstanding amounts to contend with.

Creating a Bulk EFT File

Zone: Australia (AU)

(Also known as ABA files, Direct to Bank files, Bulk Payment files)

The Direct to Bank payment file also known as the Bulk EFT file is a convenient way of making bulk payments by uploading it to your online banking application. Different banks have different rules for accepting the Bulk EFT file and in case if your Direct to Bank payment file does not get accepted by your bank's internet banking application, then one of the following reasons could be causing the problem/s.