Paying an invoice using Quick Pay

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Last updated: Mar 27, 2017 by p_demou (Deactivated)
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What does this section cover?

What is Using Quick Pay to pay off Bills & Invoices

Quick Pay is a process used to quickly pay off the unsettled amount of Bills and Financial Transactions.

Validations & Restrictions

ActionRestrictions
QUICK PAY
  • Not available for bills that are Settled

Using Quick Pay to pay off an Invoice

  1. Navigate to  FINANCE > FINANCIAL TRANSACTIONS > MANAGE FINANCIAL TRANSACTIONS
  2. Search for the Financial Transactions you would like to pay
  3. Click on the number/name of the record you would like to access, to go to the Data Entry page
  4. From the Action Menu click on ACTIONS > QUICK PAY to open quick pay modal
    FINANCIAL TRANSACTIONS - QUICK PAY 
  5. You can only change the following information, while the Amount cannot be modified. 
    1. Amount: Is set to be equal to the unsettled amount of the invoice.
    2. Payment Type: Select from the drop down list
    3. Payment Method: Select from the drop down list
    4. Issued On: Click on the calendar icon to select a date. Click on DONE when selected
    5. Category: Search for a category using quick search or by clicking on the lens
    6. Received By User: Search and add user via quick search or using the search modal
    7. Received by Unit: Search and add unit via quick search or using the search modal
  6. Click on SAVE

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