To create new payment click "New Pament" or "New Pay" on the main form or button "New" on the Payments List form.
In the field Number you must enter the Payment number or use the default. This field is a alphanumeric field. You can enter letters and numbers. The system will automatically increment the number each time you create a new Payment or you will enter them manually. Each Payment has unique number and the system will not allow to enter two identical numbers.
Vendor or Customer
You must select a vendor (customer) name in this field. You can add new vendor using row <Add new>.
You must select a date from the Calendar which will appear after clicking on the field "Date". Here you enter the date of the document.
You must select a date from the Calendar which will appear after clicking on the field "Date". Here you enter the date of the payment.
You can select a payment method from the drop down list or add new method using row <Add new>..
You can enter here any additional information concerning given payment.
You can connect payment with receiving or sale of products.Click the button "Invoice", "Receiver" or "Order". This will display a list of existing Invoices or Receivers.You can now select document from List . GoInSy automatically will fill fields "Number", "Date", "Balance Due" and "Applied Amount". You can edit a field "Applied Amount" and "Credit" (or "Debit") thus that the field "Paid Amount" corresponded to the valid payment.
You can realize payment for any number of the various documents: Invoices,Purchase Orders, Sale Orders or Item Receipts.
You can delete an unnecessary item if establish on it the pointer and click the button "Delete".
The Comment field allows you to enter any Payment comments.
The field "Group" is used for classification of the Payments. You can sort and apply a filter by "Group" in the Payments list and reports. The content of this field is not printed.
The Golden Inventory is multi-currencies system. You can select any currency for new Payment using drop down list Currency. If you want add a new currency use left menu Lists-Currencies. You have to enter a current exchange rate in appropriate field.
Click the "New Item" button to add additional items to the POrder.
Receivers, Invoices, Orders
Calls the Receivers, Invoices, Orders List form for choice of the product.
You can delete an unnecessary item if you establish the pointer on it and click the button "Delete".
Click the button of " Options " to open its Form. Here you can change any caption of the Payment to prohibit from printing some fields and set up the mode of taxes calculation. This Options form allows to adjust the payment form in any kind, appropriate for you. The options are saved in a Payment Template.
It is an Editor for Payment templates. You can create any template using mouse and toolbar buttons. You should click on the toolbar buttons "Line","Frame","Image", "Text" or "Data" and paint with mouse this elements. You can use right mouse button and menu items. You should save template in .dtm file after edit. You may create several template for each document (for example packing list for invoice). Before printing you should select the required Template from drop down list.
Use this button to print the Payment Receipt .
You can send the Payment Receipt by E- mail using this button. The Payment Receipt will be created as html file and will be sent to your vendor as an attachment of the e-mail .
Use this button to save all the changes you have made in the payment Form, otherwise, they will be lost .
This button is to close the Payment Form whether you made changes or not. But be sure you have clicked the button Save if you want to keep the changes before clicking the Close button.
You can execute any command by clicking on an appropriate button but also by choosing the item of the Form Menu.