v2 Boson/Sales
Payments
Collecting from customers and paying vendors; verify, bounce, cancel and reactivate.
Sales → Payments and Purchase → Payments work the same way.
Collect a payment#
Add new (or Pay on an invoice) opens the Collect Payment workshop (sales.pay / purchases.pay):
- Pick the customer / vendor and the invoice; the remaining balance is shown.
- Add one or more payment method lines (e.g. part cash, part bank). Credit notes (customers) or debit notes (vendors) can be applied too.
- Save. The whole collection is saved or nothing is. A payment can never exceed the invoice balance.
Cash and card payments are Cleared at once and update the invoice. Cheques, bank transfers, wallets and gateways start Pending until verified.
Payment lifecycle#
Actions sit in each payment's ⋯ menu (sales.payments.manage / purchases.payments.manage):
| Action | When | Effect |
|---|---|---|
| Verify | Pending | Clears it; the invoice balance drops |
| Bounce | Cheque, Pending or Cleared | Marks it bounced; a cleared amount goes back onto the invoice |
| Cancel | Not cancelled or bounced | Reverses it |
| Reactivate | Bounced | Back to Pending |
| Delete | Draft or Pending | Removes it |
Every change posts or reverses the matching journal entry.