How to Add Or Edit Payment

The Add/Edit Payment feature in Tracepos allows users to record or update payment transactions, including settling invoices, selecting payment modes, and adding notes. This guide explains how to use the feature effectively.

Accessing the Add/Edit Payment Drawer

1. Navigate to the Payment in or Payment out section under sales or purchases in the Tracepos dashboard Menu.
2. Click the + Add button to create a new payment or the Edit button to modify an existing payment.
3. The Add/Edit Payment Drawer will open, allowing you to input or update payment details.

Steps to Add or Edit a Payment

1. Select the User

• Use the User Dropdown to select the customer or supplier associated with the payment.
• The dropdown displays user names and additional details for easy identification.

2. Enter Payment Details

1. Amount:

• Enter the payment amount in the Amount field.
• The currency symbol is displayed based on the system settings.

• Use the Date Picker to select the payment date.

• Select the payment mode (e.g., Cash, Bank Transfer) from the dropdown menu.
• If the desired payment mode is not available, click the Add Payment Mode button to create a new one.

3. Add Notes

• Use the Notes field to add any additional information or comments about the payment.

4. Settle Invoices (Optional)

• If the payment is associated with specific invoices:

1. Settle Invoices:

• Use the Settle Invoices section to allocate the payment amount to outstanding invoices.

• Review the list of invoices, including the invoice number, due amount, and payment allocation.

5. Save or Cancel

• Save:
  • Click the Create button to save a new payment or the Update button to save changes to an existing payment.
  • If successful, the drawer will close, and the payment will appear in the list.
• Cancel:
  • Click the Cancel button to close the drawer without saving changes.

Key Features

• Dynamic User Search:
  • Search for and select users dynamically from the dropdown.
• Invoice Settlement:
  • Allocate payments to specific invoices directly within the form.
• Payment Mode Management:
  • Add new payment modes dynamically without leaving the form.
• Real-Time Validation:
  • The form provides instant feedback for missing or incorrect inputs.
• Responsive Design:
  • The drawer is optimized for various screen sizes, ensuring a seamless experience.

Permissions

• Add Payments: Requires payments_create permission.
• Edit Payments: Requires payments_edit permission.

Troubleshooting

• Save Button Disabled:
  • Ensure all required fields are filled and valid.
• User Not Found:
  • Verify that the user exists in the system and is active.
• Payment Mode Missing:
  • Use the Add Payment Mode button to create a new payment mode.
• Invoice Settlement Issues:
  • Ensure the payment amount matches the total allocated to invoices.