Sent payment orders
In the Financials | Transactions module and the Sent tab all payments which have the "sent" status are visible. The status represents the payment order from the payment that is marked and confirmed for sending.
In this chapter, we will present an example of how you can track payment orders with the sent status.
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CASE SUMMARY
The person responsible wishes to send all payment orders that have a due date older than July 1, 2022 and are in the "in payment" field. You can read more about orders in payment in the Payment orders in payment chapter.
The person responsible sends the selected payment orders following the next steps:
- Opening the Transactions window
- Confirming payment orders
- Viewing Sent payment orders
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1. Opening the Transactions window
The person responsible wishes to sent the selected payment orderrs from the In payment tab.
For this purpose, they choose the Financials module from the menu and open the Transactions submodule.
A window automatically opens the "In progress" tab, but the person responsible moves to the In payment tab.
2. Confirming payment orders
You can read more about the process of moving payment orders from In progress to In payment in the Payment orders in payment chapter.
They select all three payment orders and click on the Confirm payment order button.
A warning window appears with information about the moved payment orders.
They continue by clicking the Confirmation button.
3. Viewing Sent payment orders
By following these steps, payment orders are sent into the tab - Sent.
Payment orders are now labelled as Sent.
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HINT
In the event that the person responsible wishes to return a sent payment order into its previous condition or into the "In payment" tab, they click on the Return to payment button.
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