Payments

Payment can be made against following transactions.

  • Sales Invoice.
  • Purchase Invoice.
  • Sales Order (Advance Payment).
  • Purchase Order (Advance Payment).

In ERPNext, there are two options through which user can capture the payment:

  • Payment Entry (Default).
  • Journal Entry.

1. How to make a payment

1.1 Make Payment

On submitting a document against which Payment Entry can be made, you will find Make Payment button.

Making Payment

1.2 Payment Entry

This is what a Payment Entry looks like: Making Payment

For more details about payment entry check here.

1.3 Journal Entry

To make payment using journal entry follow these steps:

  1. Activate Payment via Journal Entry. Go to Accounts > Accounts Settings, check the box Make Payment via Journal Entry.

    Making Payment

  2. Make the payment. On submitting a document against which Journal Entry can be made, you will find Make Payment button.

    Making Payment

  3. Journal Entry. Save and submit the journal entry to record the payment against the invoice Making Payment

  1. Journal Entry
  2. Payment Entry
  3. Payment Terms
  4. Sales Invoice
  5. Purchase Invoice