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Invoices and Payments

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Receiving payments on Parent and WINZ invoices

74 views February 22, 2021 August 19, 2021 Juniorlogs Team 0

Menu > Finance & Accounts > Invoices

There are 4 methods of receiving payments in Juniorlogs:

  1. Click on an invoice > Receive payment

invoice recieve payment

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

invoice page receive payments

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.

import bank statements

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/knowledgebase/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.

payee as parent

 

WINZ invoice 

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

payee as winz

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. 

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Invoices and Payments
  • How to edit invoices that have payments allocated to them
  • How to finalise invoice and receive payments
  • How to process refund payments
  • Bond payments
  • Transaction list report/ Account statements
View All 25
Popular Articles
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