Payment/Receipt

ERPNext
1

Hi all,

I’m still confused how to create payments/receipts then make allocations against sales/purchase invoices. I could not find it… so we can manage its over/under balances…

Thanks

2

Hi,
-After submitting "Purchase Invoice/ Sales Invoice " form you can see
“Make Payment Entry” button appears.

  • You can make JV against that sales invoice.

Shraddha Ranjane
New Indictrans Technologies Pvt. Ltd.

3

Anybody can give some hints? Thanks

4

Hi @shraddha,

Sometimes customer pay in bulk amounts not per invoice…then we can allocate the payments to outstanding invoices. Sometimes we’ll still have over/under balances and can be matched to next invoices

Can we do that?
Same scenario applies with vendor invoices. Is this possible? How to set this use?

Thanks

5

I’ve just tested making purchase invoice payment…if it’s against purchase invoice then payment amount cannot be greater than outstanding balance.

Is it possible to make over payment/receipt against purchase/sales invoice?..and the over amount will automatically deduct future outstanding balances…

Tks

6

You can use the payment tool to make payments against multiple invoices

https://manual.erpnext.com/accounts/payment-tool

7

But still the payment amount cannot be greater than balances amount. My use-case is our business partners can make certain deposits or make over-payments as deposits to be allocated for future invoices…

Is it possible to apply this use-case?
Tks

8

Yeah, over payment is blocked, maybe we can add this as a setting. Can you add it to Issues · frappe/erpnext · GitHub

Also if you want it on priority:
https://erpnext.com/pricing/paid-feature-development

[we just launched this service]

9

Hi,

Can you please tell whether the above setting is implemented? if Yes, Can you please provide the details.

Thanks,
Mohanraj Kesavan

10

Is this setting implemented?

11

@Mohan_Raj Can you please specify your query. I am closing this since its an old thread.