Add Installment Number to Linked Document
An installment is a sum of money due as one of several equal payments for a product or service, spread over an agreed period of time. Settings for payment method with installments can be found in Payment Methods. This chapter describes the functionality of adding installment numbers to linked documents in automatic postings of POS issued documents.
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HINT
Beside posting POS issue document by installments, the financial statement must provide data about which installment is paid in the linked document.
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To start posting POS issed documents with data about the installment number, Ashley Accountant first needs to open document types settings, which can be found in the menu Settings | Program | Document Types | Goods | POS.
The program opens settings for POS document types and Ashley Accountant selects the option Add installment number to linked document:
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HINT
Creating installments is allowed if the Payment Methods checkbox is checked.
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Clicking the Installments button opens the form for creating installments, where several options are available:
- Creating daily installments
- Creating weekly installments
- Creating monthly installments
Clicking the Create button creates installments, which can be found on a grid below:
By clicking the Contract button, the installment plan contract can be found:
Ashley Accountant saves this installment plan by clicking the Save button.
In the menu Financials | Automatic Posting | POS invoices, Ashley Accountat starts automatic posting.
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WARNING
In order to get the number of installments in the linked document, the selected posting method must be Single, not Consolidated.
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After posting, the data about the installment number is visible in the Linked Document column:
Ashley Accountant receives a statement and imports it into PANTHEON using the options for importing statements. In the Linked doc. column, Ashley Accountant selects the installment the buyer pays:
