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Guide to Creating Down Payments

The document outlines the steps to create and update a Down Payment (DP) in a billing system. It includes instructions for entering project details, managing quotations, and modifying billing documents. Additionally, it describes how to update text and due dates associated with customer line items.

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Hatim Hit
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6 views1 page

Guide to Creating Down Payments

The document outlines the steps to create and update a Down Payment (DP) in a billing system. It includes instructions for entering project details, managing quotations, and modifying billing documents. Additionally, it describes how to update text and due dates associated with customer line items.

Uploaded by

Hatim Hit
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

How to Create DP

1) Find Bill of work

Enter project number in Bill of Work

Select the Bill of work you want to work on

2) Go in Manage Quotation
3) Click in Manage Quotation & then click on DOWN PAYMENT.

Enter Details : DATE/CURR/TEXT/AMT/CUSTOMER NO (CHECK)

After that go home page and search MANAGE BILLING DOCUMENTS

Your DP will listed that you created.

Select Each DP you want to modify.

Right click and go in CHANGE BILLING DOCUMENT

GO IN HEADER----HEAD TEXT—

Head Text generic top

Payment terms

Go back and Display PDF DOCUMENT

And click save

How to Update Text & Due dates

From Document number go to display billing document

Enter DP number then see the Journal number and go in customer line items search the
payer and see the document and edit line items and change date.

Search : Manage Customer line items

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