Payment Configurations

Vendor Bills Payment

• On Accounting > Vendors > Bills

• Filter

  • [STD-FLTR] UnPaid

  • [STD-FLTR] Overdue

• Group By

  • Partner (Vendor), then

  • Due Date: Month

• View

  • LIST

• Click on

  • Its row

• Favorite Name

  • Vendor Bills Recap

Vendor Bills In Payment

• On Accounting > Vendors > Bills

• Filter

  • Payment Status is in (In Payment)

  • Status = Posted

• Group By

  • Partner (Vendor)

• View

  • LIST

• Click on

  • Its row

• Favorite Name

  • Vendor Bills In Payment

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Customer Invoices Payment

• On Accounting > Customers > Invoices

• Filter

  • Payment Status is in (Not Paid, Partially Paid)

  • Status = Posted

• Group By

  • Due Date: Month, then

  • Partner (Customer)

• View

  • LIST

• Click on

  • Its row

• Favorite Name

  • Customer Unpaid Invoice

Customer Invoices In Payment

• On Accounting > Customers > Invoices

• Filter

  • Payment Status is in (In Payment)

  • Status = Posted

• Group By

  • Partner (Customer)

• View

  • LIST

• Click on

  • Its row

• Favorite Name

  • Customer Unpaid Invoice