How to Create and Record Payment Entry in SwilERP Software

Create Payment Entry

How to Create Payment Entry in SwilERP

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What is Payment Entry?

A Payment Entry in SwilERP is a recorded acknowledgment of payment made for an invoice. Buyers using credit payment methods create payment entries to confirm invoice payments. The process involves multiple payment methods, including Cash, Cheque, Card, and Net Banking, which users can select within the payment section to create the entry.

Login in SwilERP dashboard to initiate the process

  1. Go to Starts> Payments> Payment.
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Process to Create Payment Entry

A new window for creating a payment entry will appear in the next slide. Follow the below-given steps to know the process:
  1. Enter the Reference number, if required.
  2. Enter the Vendor name and that is automatically added to the Account name.
  3. Select the Payment Mode Cash/ Cheque/ Card/ Net Banking in which you want to make payment.
  4. Enter the Rebate and Interest amount, if any.
  5. If you want to update checked by and narration, then you can enter it in a dialog box.

Note: The pending balance will show on the corner while entering the vendor name.


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How to Adjust Invoice During Payment?

To adjust a purchase invoice during payment to the vendor:

  1. Click on the option of Adjust Invoice, and there you'll see multiple invoices, Select the invoices you want to adjust.
  2. Or you can also select the invoices one by one from the Series Number.
  3. After selecting the series number, all further detail will be filled in Automatically.
  4. Save or Print the invoice with the above-given option of print and save.

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