View Categories

💳 Purchase Payments in BillBook

2 min read

Managing purchase payments in BillBook helps you track supplier payments, manage dues, and avoid overdue balances. 🚀💰


📌 Payment Statuses in Purchase Orders (POs) #

Paid – The purchase order is fully paid (100%).
Due – The purchase order is unpaid (0% paid).
Partial – A partial amount is paid, and the rest is still due.
Overdue – The purchase is unpaid and past the due date.
Partial OverduePartially paid but past the due date.


➕ Adding Payments for Purchases #

You can add payments at different stages in BillBook:

1️⃣ Adding Payment While Creating a Purchase #

Go toPurchases → Add Purchase
✅ Enter purchase details (Supplier, Product, Amount, etc.).
✅ Scroll to the Payment Section and enter:

  • Amount Paid 💰
  • Payment Method (Cash, Bank, UPI, etc.)
    ✅ Click “Save” 💾

📌 The payment is recorded immediately with the purchase entry.


2️⃣ Adding Payment from List Purchase Screen #

Go toPurchases → List Purchases
✅ Find the purchase order with a pending payment.
✅ Click on “Actions”“Add Payment”
✅ Enter Payment Details (Amount, Date, Payment Method).
✅ Click “Save” 💾

📌 If there is no payment due, this option won’t be displayed.


3️⃣ Adding Payment from Supplier Contact #

Go toContacts → Suppliers
✅ Click on “Actions” for the supplier.
✅ If there is a due payment, the “Pay Due Amount” option will appear.
✅ Click “Pay Due Amount” and enter payment details.
✅ Click “Save” 💾

📌 If there are no pending payments, this option will not appear.


✏️ Adding/Editing Payment Method (Pay-Via Options) #

Go toSettings → Business Settings → Payment Methods
✅ Click “Add New Payment Method” or Edit Existing.
✅ Enter payment details (e.g., Cash, Bank Transfer, UPI, Credit Card).
✅ Click “Save” 💾

📌 This allows you to customize payment methods based on your business needs!


🚀 Why Use BillBook’s Purchase Payments Feature? #

Keeps track of supplier payments & dues 📊
Allows partial & overdue payment tracking 🔄
Flexible payment entry across different screens
Customize payment methods based on business needs 💳

With BillBook’s Purchase Payments system, managing supplier transactions is quick and hassle-free! 🚀💰

Let me know if you need any refinements! 😊

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *