A Payment Request is used to request payment from a Customer for a Sales Order or Invoice. You can also be set up against a Purchase Order or a Purchase Invoice for internal records.

To Access: Login to ERP > Desktop > Accounting > Payment Request

To Request payment

Before creating and using Payment Request, You have to Create Purchase/sales invoice/order.

A Payment Request cannot be created manually, it is created from a Sales/Purchase Order or Invoice.

Creating Payment Request via Sales Order

Go to Sales Order
Select the Order which you want to create payment request
Navigate Actions button then press payment request
Once you clicked Payment request the request form will be displayed
Review then click Save then submit

Creating Payment Request via Sales Invoice

Go to Sales Invoice
Select the Invoice which you want to create payment request
Navigate Actions button then press payment request
Once you clicked Payment request the request form will be displayed
Review then click Save then submit

Creating Payment Request via Purchase Order

Go to Purchase Order
Select the Order which you want to create payment request
Navigate Actions button then press payment request
Once you clicked Payment request the request form will be displayed
Review then click Save then submit

Creating Payment Request via Purchase Invoice

Go to Purchase Invoice
Select the Invoice which you want to create payment request
Navigate Actions button then press payment request
Once you clicked Payment request the request form will be displayed
Review then click Save then submit

Mevinai ERP

To Request payment