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Creating and Deleting Payments Received

Created by Natalie Bidal, Modified on Fri, 23 May at 1:53 PM by Natalie Bidal

The Payment Received screen in SkySlope Books compiles a list of all payments received from invoices and deals. In addition, you can manually add payments received.

In this article, we will look at:

Creating Payments Received

1. In the left menu, navigate to Sales.

2. Then go to the Payments Received section. This takes you to the Payments Received page.

3. Click the Create button in the upper right.

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4. This takes you to the Create Payment Received page.

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5. You will be asked to enter the following:

  1. Customer: When you enter the customer name, you will see all unpaid invoices for that customer
  2. Reference 
  3. Credit Note Date
  4. Amount: The amount you want to pay the customer, it can be applied to multiple invoices
  5. Payment Number
  6. Deposit To: The bank account
  7. Payment Mode
  8. Auto-apply amount in excess to future invoices based on Recurring Invoices
  9. Notes

6. Click Create when you have entered the details.

 

Deleting Payments Received

Note: If the payment is related to an invoice or journal that has a matched or reconciled transaction, it will not be deleted. You will first remove payments from the Payment Received, un-match and un-reconcile related transaction. Please reach out to Support for assistance.

 

1. Click the check box next to a payment received. You can select multiple at a time.
2. You will see the Bulk Actions button at the top left of your screen.
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3. Select Delete from the dropdown.

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4. On successfully deleting a payment received, you will see a success message.

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