Add installment number to linked document
In this chapter, the functionality of adding installment number to linked document in automatic postings of POS issued documents will be described.
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Case summary
Ashley Accountant would like to have data about which installment is paid and not paid in Financials. In order to have that report, Ashley Accountant must follow some steps listed below:
- POS X settings in Document types
- POS X issued document posting
- Linking documents in Statements
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HINT
Beside posting of POS issued document by installments, financial statement must provide data in Linked document, which installment is paid.
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1. POS X settings in Document types
To start posting POS issed documents with data about installment number, Ashley Accountant first needs to open Settings of document types, which can be found in menu Settings | Program | Document types | Goods | POS.
The program will open settings for POS document types and Ashley Accountant selects option Add installment number to linked document:
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HINT
If Payment methods is marked as Check, creating of Installments is allowed.
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Click on button 
opens form for creating installments, where several options are available:
- Creating daily installments
- Creating weekly installments
- Creating monthly installments
Click on button 
creates installments, which can be found on grid below:
Click on button 
Installment plan contract can be found:
Ashley Accountant saves this installment plan using option 
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2. POS X issued document posting
In menu Financial | Automatic Posting | POS invoices Ashley Accountat starts Automatic posting.
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WARNING
In order to get number of installments in Linked document, posting method must be Single, not Consolidated.
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Posting she gets has data about number installment in column Linked document:
3. Linking documents in Statements
Ashley Accountant receives Statement and import into Pantheon using options for Import statements. In column Linked documents chooses which installment Buyer pays:
