Create payment order

You can create a payment order in the module Financials | Payment orders in progress or directly from a received document from the Wizards by clicking on Create payment order.

Upon clicking on the button, the program automatically moves to the Financials module and opens a new payment order and fills it in with data from the document and depending on the settings applied from the payment order document type.

The created payment order is also shown on the screen.

Links to payment orders created for the received invoice are in the right-side panel under the Connected tab.

You can only create a payment ordr for confirmed documents.

If you try to create a payment order for an unconfirmed document, the program issues an error pop-up message: The document is not yet confirmed!

For more information, read the chapter Transactions.