Moving An Invoice From One Provider To Another - Journal Entry
When an invoice has been created at a site for one provider, Provider A for example, occasionally the actual procedure will be carried out by a different provider, e.g. Provider B. In this scenario, while CESoft Admins can shift the invoice itself to a another provider, we can't move the payment itself as the funds are already in Provider A's account.
The "Journal Entry" function allows our users to create a new payment record/invoice item debiting the amount from A, and a second payment record/invoice item crediting it to B.
The "Journal Entry" function allows our users to create a new payment record/invoice item debiting the amount from A, and a second payment record/invoice item crediting it to B.
Process:
- On an invoice with a payment there is a "Refund" option in the "Account Handling" box - click on this for a drop down box with options
- From the refund type select "Journal", enter the date of transfer, the amount, select the From and To Provider - click OKx
- Users can then see the transfer in the items section of the invoice for future reference
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