Payments

 

On this page, you can search in your database by entering any of the following details: client name, variable symbol / specific symbol. Once the search is finished, a list of clients matching the given parameters will be displayed. Details about unpaid invoices will be displayed for those clients that have unpaid invoices.

 

icon lupa Display / download individual invoices
Match This page is used to enter non-cash payment details. For example, when you want to rewrite payment data from a paper bank statement. You can also use this page when one of your clients transfers money to a different account from the one you use for bank imports. To be able to match such a payment, you can manually settle the corresponding invoice here in the same way you would match any payment marked as unmatched. Invoices can be settled fully or partially. In the second case, the system calculates the current overpayment (or underpayment). Further, you can apply heller rounding.

In the US and CA localizations, when matching payments with invoices, you can choose to pay invoices off by cheque - the Payment by cheque box. When you check this box, you can add a cheque number and a note to a given payment. The payment made can then be found in Client card / Invoicing or in Invoicing Overviews Payments.

 

Tips on how to use this documentation

 

Search

Searching required information is possible either via structured menu which is divided into sections, or via full-text search of the entire contents of this on-line documentation.
Breadcrumbs

This aid will make it possible for you to find out where exactly you are at the moment.

If, for example, the following appears beneath the main menu - ISPadmin Wiki / ENG / Client management / Menu - CLIENTS / Clients / Message Board / Groups - it means that you are:

 

  • in the Wiki documentation of the ISPadmin system
  • in its English localization
  • in the Client management section
  • in the Clients tab
  • in the Message board subtab
  • in the Groups sub-subtab

Changelog

It contains newly added functionalities and modifications of the system which are displayed by versions and issue date. Changelog articles are also displayed in individual sections / pages of the documentation which relate to new functionality or modification. 

Basic orientation

You will find a welcoming menu with basic instruction on trying / implementing / using below. 

FAQ

Frequently asked questions along with most important procedures and settings are listed in FAQ section. 

Colours

Items which refer to real system menu are highlighted in corresponding colour, including their graphical background. Eg. Invoicing Settings Templates Reminders. This is also a working reference to an article. 

CONTACT

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Žerotínova 3056/81a
787 01 Šumperk
Czech Republic