Welcome to the Sigzen ERP Tutorial on Creating Payment Entries! This video is ideal for both beginners and experienced users looking to streamline their payment entry processes within the ERP system. This tutorial will walk you through every step of creating a payment entry to facilitate seamless sales and purchase transactions.
In This Tutorial, You'll Learn:
Setting Up Payment Modes:
Understand how to set up various payment modes such as cash, check, credit card, and more in ERPNext.
Navigating to Payment Modes:
Learn how to find and navigate the mode of payment list in the Accounting module or via the Awesome Bar.
Creating Default Payment Accounts:
Explore how to set default payment accounts for different payment modes, ensuring automatic information retrieval during transactions.
Accessing Payment Entry List:
Discover the steps to access the Payment Entry list via Shortcuts in the Accounting module or by using the Awesome Bar.
Creating a Payment Entry:
Learn how to create a new payment entry by selecting a payment type, payment mode, and specifying party type details.
Linking Invoices:
Understand how to link payment entries to sales or purchase invoices, and how to handle advance payments against customers or suppliers.
Handling Multiple Invoices:
Learn to use the "Get Outstanding Invoice" feature to fetch multiple outstanding invoices for a customer.
Adding Taxes and Charges:
Discover how to add taxes and charges using pre-made templates and handle differences in amounts due to rounding errors or exchange rate differences.
Recording Transaction Details:
Get detailed guidance on adding transaction ID details and saving and submitting the payment entry.
Creating Payment Entries from Invoices and Orders:
Learn how to create payment entries directly from sales or purchase invoices, as well as from sales or purchase orders.
Managing Advance Payments:
Understand how to record advance payments and link them to future invoices.
Key Features Highlighted:
Efficient Payment Management:
Seamlessly navigate and manage payment entries within the ERP system.
Automated Account Population:
Quick population of default accounts based on payment modes, streamlining the payment entry process.
Comprehensive Details Inclusion:
Detailed guidance on adding necessary details for accurate payment management.
Flexible Invoice Linking:
Ability to link multiple invoices and handle advance payments efficiently.
Why Watch?
This step-by-step guide is designed to help you maximize the efficiency of the payment entry functionality in Sigzen ERP. By following detailed instructions and practical examples, you'll enhance your financial operations, ensuring smooth and accurate payment processing for your business.
If you have any questions, leave them in the comments below. Don't forget to like, share, and subscribe for more ERP tutorials tailored to your business needs. Happy accounting!
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20 июн 2024
