Receiving payments on Parent and WINZ invoices

Menu > Finance & Accounts > Invoices

There are 4 methods of receiving payments in Juniorlogs:

1. Go to the invoice > Receive payment button

2. Select one or more invoices on the invoices list > click receive payment.

3. Importing Bank Payments.

Go to Finance and Accounts > Payments > Top right > Import Payments. Choose the bank from the dropdown list and upload the file.

Read more on Importing Bank Payments: https://helpguide.juniorlogs.co.nz/knowledgebase/importing-bank-payments/

4. Using Xero Integration to load bank payment on invoices.

Read more on Xero Integration: https://helpguide.juniorlogs.co.nz/kb/xero-integration/

Parent invoice 

• The Payee dropdown on the payment pop-up will show the Parent name only. It will not show WINZ. This means that WINZ cannot be selected as a payee for parent invoices and vice versa.

WINZ invoice 

• WINZ’s name will only appear as Payee on the WINZ invoices. It will not show the parent’s name. 

Please Note:

If there’s a credit note or a bond payment on the account, you will be able to apply it to the parent invoice only.