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After receiving the payment from panel, how do I mark it as paid?
Go to Invoice, click Group Invoice.
- Click Posted Group Invoice on the top right corner.
- Use the filter or search function to search for the group invoice.
- Click Add Payment under the Actions column.
- Select the payment method and amount.
- Click Save/Pay.
After payment has been made, allocation needs to be done to clear the chits.
- Tick the boxes to allocate the payment.
- Click Allocate Payment on the top right corner.
- Adjust the amount for each chit if necessary (payment amount will be automatically divided to cover the outstanding amount).
- Click Save.
- After payment allocation, the status of chits will change.
- Go to the chit by clicking the chit number. Payment for the insurance/panel part will be updated.