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Partial Payment - How To?

Posted on by 50

I would like to make a partial payment on an AP voucher. half now, and half later. Does anyone know how to do this?

  • Suggested answer
    John Boyer Profile Picture
    John Boyer on at
    Re: Partial Payment - How To?

    Both select the voucher for payment and change the amount of the payment in the Edit/Select Documents for Payment screen in Accounts Payable.

    Jack Boyer

    http://www.boyerassoc.com/blog

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Partial Payment - How To?

    Just go to Voucher and Adjustment Entry and enter all the info like a voucher, but change the Type to Debit Adjustment and then click Apply Adjustment and enter the Ref # of the voucher you want to offset.  Make sure you process a zero check as John notes above afterwards.

    Chuck Otis

    KDSA Consulting

  • mmtiengo1 Profile Picture
    mmtiengo1 55 on at
    Re: Partial Payment - How To?

    I understand that part, but now I do not need the remaining balance on the outstanding voucher and need to delete it.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Partial Payment - How To?

    Select the voucher, but change the amount paid.  The remainder will be left as an outstanding voucher to be paid later.

  • mmtiengo1 Profile Picture
    mmtiengo1 55 on at
    Re: Partial Payment - How To?

    John,

    When you get a chance would you break down the steps for me?  I am new to this program and to accounts payable. I would really appreciate it.

    Thank you

  • John Joyce SBS Profile Picture
    John Joyce SBS 210 on at
    Re: Partial Payment - How To?

    Your only option at this point is to enter a Debit Adjustment for the remaining balance on the Voucher. That will leave both documents on the AP Aging, so you then need to print a Zero-balance check with the offsetting Voucher & Debit Adjustment documents selected for the check.

    Hope this helps.

    John Joyce

    SBS Group

  • mmtiengo1 Profile Picture
    mmtiengo1 55 on at
    Re: Partial Payment - How To?

    Hi Chris,

    What happens if you do not need the remaining balance of the voucher? Is there a way to delete the balance?

  • Chris Schack Profile Picture
    Chris Schack on at
    Re: Partial Payment - How To?

    Hi Nick,

     Sure, once you have selected the voucher for payment, you can use the Edit/Select Documents for Payment screen to specify the amount of the voucher that will be paid.

     

    Thanks,

    Chris Schack

    Queue Associates, Inc.

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