Through the Settlements page you can settle contract instalments that were previously scheduled through the Contracts page.

 

To settle contract instalments, you need to go through the following steps:

 

§  The settlement Date is automatically set by the system to the date of entry. However, you can change it if you want;

§  Select the Status of the contracts you want to settle;

§  If you want to settle a contract for a certain customer, then you need to select the Customer name;

§  Click  to retrieve the contracts that match your selecting criteria. Results are displayed in the Instalments List block;

§  Select the instalment(s) you want to settle by checking-in the checkbox corresponding to the needed instalments and then click . Accordingly, the system automatically creates debit note(s) in the General Ledger.

 

Related Topics

Customers