Add installment number to linked document

Installments is a sum of money due as one of several equal payments for something, spread over an agreed period of time. Settings for Payment method with installments can be found in Payment methods. In this chapter, the functionality of adding installment number to linked document in automatic postings of POS issued documents will be described.

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

HINT Beside posting of POS issued document by installments, financial statement must provide data in Linked document, which installment is paid.

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:

HINT If Payment methods is marked as Check, creating of Installments is allowed.

Click on button  opens form for creating installments, where several options are available: 

1. Creating daily installments
2. Creating weekly installments
3. 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 .

2. POS X issued document posting

In menu Financial | Automatic Posting | POS invoices Ashley Accountat starts Automatic posting.

WARNING In order to get number of installments in Linked document, posting method must be Single, not Consolidated.

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: